Wealthy With Intention fees and pricing
Financial planner in Winslow, Maine. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Wealthy With Intention charges $250 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$5,000
“Fixed fee rates range between $500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthy With Intention bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the initial fee is collected upon signing the Advisory Contract, and the remainder upon delivery of the comprehensive financial plan.”
- “Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”
- “Fees are paid monthly In arrears, ranging from $250 to $700.”
How Wealthy With Intention’s 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.
- 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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealthy With Intention
- Principal: Sage Duguay
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334643
- Phone
- (509) 947-5365
Other planners in Maine that publish fees
- Ampersand Investment AdvisorsCamden$300/hr, $1,500-$7,500
- Bigelow Investment Advisors, LLCPortland$165/mo
- BirchbrookBangor$200/hr, $2,000
- Black Brook Financial PlanningGorham$150/hr
- Black Harbor FinancialBoothbay Harbor$300/hr, $2,500
- Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.