Old Port Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly rate for limited scope engagements is $250.”

Flat or project fee

$500⁠-⁠$5,000

“Fee (full Financial Plan) fees range from $500 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Old Port Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “At termination, in the case of Investment Management and Wealth Management, fees will be billed on a pro-rata basis for the portion of the quarter completed.”
• “At termination, in the case of Financial Planning, fees will be due and payable for any agreed-upon work performed.”
• “At termination, in the case of Fiduciary Consulting, fees will be billed on a pro-rata basis for the portion of the quarter completed.”

How Old Port Advisors’ fees compare

• Its hourly rate of $250 matches the Maine median of $250. 35% of the 23 other Maine planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Maine median of $4,125. 31% of the 13 other Maine planners that publish a flat or project fee charge less.
• None of the 4 other planners in Portland that publish a flat or project fee charge less.

About Old Port Advisors

• Firm size: 14 employees.
• Registered as an adviser: 2001 (25 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

816

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$782,788,909

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108228

Website

linkedin.com/company/investment-management-&-consulting-group (opens in new tab)

Phone

(207) 774-6552

Can advise clients in 13 states: California, Colorado, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Portland that publish fees

• Bigelow Investment Advisors, LLCPortland$165/mo
• H.m. PaysonPortland$5,000
• HeadinvestPortland$3,000⁠-⁠$5,000, $10,000/yr
• Northwater CapitalPortland$200/hr
• Portland Financial Planning GroupPortland$300/hr, $1,000⁠-⁠$7,500
• R M Davis IncPortland$500/hr, $5,000

Compare all 13 planners in Portland