Fee-Only Financial Planners in Maine

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:

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

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

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

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

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

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 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

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

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.

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

Molly Reinfried

HM Payson

Portland, ME

Sara Casale

Cornerstone Financial Planning, LLC

Portland, ME

Jane Evelyn

CFP®

Beck Bode LLC

Cape Porpoise, ME

Chris Cortese

Logbook Financial Planning, LLC

Rockport, ME

Alexander Pantalone

Portland Integritas Advisors, LLC

Portland, ME

Jeffrey Bogue

Bogue Asset Management

Wells, ME

Anne Gibson

Gibson Financial Solutions, Inc.

Ellsworth, ME

Laongdao "Tak" Suppasettawat

TAK Advisory LLC

Cape Elizabeth, ME

Paul Pangburn

Gibson Financial Solutions, Inc.

Ellsworth, ME

Brian Dietz

Portland Financial Planning Group, LLC

Portland, ME

Tracey Daigle

CFP®, IACCP®

Robinson Smith Wealth Advisors, LLC

Portland, ME

Barry Kohler

Harvest Asset Group, LLC

Portland, ME

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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)

    NAPFA Consumer Tools PDF

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