Fee-only adviser · Portland, ME
Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Portland, Maine. On its latest Form ADV, filed May 8, 2026, it reports $555M in regulatory assets under management, 314 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 143733 · SEC file 801-67875 |
| Office | 2 Monument Square Suite 701 Portland, ME 04101 |
| Phone | (207) 772-2900 |
| Website | www.bigelowadvisors.com |
| Regulatory assets under management | $555M ($435M discretionary) |
| Individual clients | 180 non-high-net-worth, 134 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Portland
- R M Davis Inc $8.2B
- Old Port Advisors $783M
- Penobscot Financial Advisors $545M
- Great Diamond Partners, LLC $804M
- Headinvest $892M
- Portland Global Advisors LLC $1.2B
See all 14 fee-only advisers in Portland →
Nearby
- South Portland 2 firms
- Falmouth 3 firms
- Westbrook 2 firms
- Yarmouth 2 firms
- Old Orchard Beach 1 firm
- Freeport 1 firm
- New Gloucester 1 firm
- Brunswick 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Bigelow Investment Advisors, LLC? Update this listing.