A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
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Fee-Only Financial Planners in Maine:
Karen Elise Kilbride
CFP®, CPA
Portland Integritas Advisors, LLC
Portland, ME
Specialties: Retirement Income and Distribution Planning, Investment Strategies, Income Tax Planning, Wealth Management
Fee Only Financial Advisor Located in Portland, Maine Serving Clients Nationwide.
Craig Joncas
CFP®
Penobscot Financial Advisors
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Portland, ME, serving clients locally and across the country
Abby Morton
CFP®
Gather Financial™ Planning
Bangor, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bangor, ME, serving clients locally and across the country
Allen A. Osgood
CFP®, MBA
Financial Freedom
York, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary wealth management professionals with offices in PA, OH, FL, and ME
Mackenzie Arsenault
CFP®, BS
Cornerstone Financial Planning, LLC
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, ME serving clients throughout the region
Allen Osgood, Jr.
CFP®, B.S.B.A.
Financial Freedom
York, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary wealth management professionals with offices in PA, OH, FL, and ME
Michael Rauth
MBA, CFP®, RICP®
North Haven Financial LLC
Scarborough, ME
Specialties: Retirement Income Planning (Safe & Sustainable Withdrawal Strategies), Tax Planning / Tax Reduction Strategies, Social Security Claiming Strategies, Investment Management, Comprehensive Financial Planning
Fee-Only financial planner located in Scarborough, ME, serving clients locally and across the country
Michael Goldman
CFP®, MA
Gather Financial™ Planning
Falmouth, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Portland, ME and Serving Clients Nationwide
Michael Donahoe
CFP®, MBA
Harvest Asset Group
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Portland, ME and Serving Clients Nationwide
Susan Veligor
BA, CFP®, CDFA®
Cornerstone Financial Planning, LLC
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, ME serving clients throughout the region
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
