Financial advisors
Fee-only financial advisors in Maine
45 fee-only investment advisers in Maine serve individuals, across 24 cities. 33 offer hourly or flat-fee arrangements and 23 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
Fee-only advisers in Maine serving the most individuals
- R M Davis Inc Portland · 2,342 individual clients
- Means Wealth Management Bangor · 1,302 individual clients
- Coston, McIsaac & Shea Financial Advisors Bar Harbor · 1,254 individual clients
- Old Port Advisors Portland · 816 individual clients
- J.m. Arbour, LLC Gardiner · 720 individual clients
- Penobscot Financial Advisors Portland · 562 individual clients
- Great Diamond Partners, LLC Portland · 523 individual clients
- Headinvest Portland · 423 individual clients
- RM Financial Services, LLC Falmouth · 390 individual clients
- Bigelow Investment Advisors, LLC Portland · 314 individual clients
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Other Maine cities
Bar Harbor
Blue Hill
- Drach Advisors LLC $21M
Boothbay Harbor
Brunswick
- Outfitter Financial $158M
Ellsworth
Freeport
- Flying Point Advisors $4.3M
Gardiner
- J.m. Arbour, LLC $183M
Island Falls
Kennebunk
New Gloucester
North Berwick
Oakland
- Tonge Investments $48M
Old Orchard Beach
- The Gold Company $17M
Port Clyde
Rockport
South Portland
Veazie
- Stillwater Investing $1.8M
Westbrook
Winthrop
Yarmouth
York
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.