Portland Financial Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“PFPG’s financial planning fees are negotiable but generally range from $1,000 to $7,500 on a fixed fee basis and $300 on an hourly rate basis, depending upon the level and scope of the services required.”

Flat or project fee

$1,000⁠-⁠$7,500

From the same sentence as above.

Annual fee

$6,500⁠-⁠$25,000/yr

“The annual fixed fee is negotiable, but generally ranges from $6,500 to $25,000, depending upon numerous subjective and objective factors, including but not limited to: net worth; the amount of assets to be managed; portfolio composition; the professional(s) rendering the services; the scope and complexity of the…”

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

How Portland Financial Planning Group bills

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

• “You will receive an invoice for the fee quarterly in advance, payable on receipt.”

How Portland Financial Planning Group’s fees compare

• Its hourly rate of $300 is above the Maine median of $250. 70% of the 23 other Maine planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$7,500 spans the Maine median of $4,125. 54% of the 13 other Maine planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Portland that publish a flat or project fee charge less.
• Its annual fee of $6,500-$25,000 spans the Maine median of $8,250. 100% of the 8 other Maine planners that publish an annual fee charge less.
• 2 of the 2 other planners in Portland that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Portland Financial Planning Group

• Principal: Brian Dietz
• Firm size: 2 employees.
• Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$6,500 minimum fee (stated in brochure)

Clients

32

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$78,378,113

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116168

Website

pfpg.com (opens in new tab)

Phone

(207) 771-8821

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
• Old Port AdvisorsPortland$250/hr, $500⁠-⁠$5,000
• R M Davis IncPortland$500/hr, $5,000

Compare all 13 planners in Portland