View Profile

Vis Wealth Partners

(49)

Attorney
Future
Financial Advisor

“Vincenzo and I have had the pleasure of collaborating together and few professionals have I met that are so dedicated to their client process, team members and client outcomes as Vincenzo Gargenese”

Featured

Day-of registration begins at 7:00am and golfers tee off at 8:00am for the scramble. Lunch and drinks will be provided. Hope to see you there! Play to win these challenges and prizes • Closest to the Pin Challenge – $50 pro shop gift card for closest male and female • Longest Drive Challenge - $50 pro shop gift card for closest male and female • Putt For Dough Contest - Chance to win $10k • Break the Glass Contest - 65+ free rounds of golf for 2023 season • Air Cannon Contest - Amp Caddy Golf Bluetooth Speaker Special Thanks to Our Participating Local Businesses: Norcom Mortgage, Casco Bay Law, Rousseau Insurance...

i

View Profile

IIS Financial Services - Financial Advisors

(50)

Future
Information
Portfolio

“Carl always responds to my questions and concerns quickly, takes the time to explain things and works with me to develop the best and most appropriate investment plans.”

i

View Profile

Portland Financial Planning Group

(1)

“We've been with PFPG for 15+ years and are totally pleased.”

i

View Profile

Berrydunn Portland

(1)

“Had lunch with Louis Krupp and it was excellent!”

i

View Profile

Old Port Advisors

(1)

“Very thorough review of our assets, presented in a comfortable space by a knowledgeable executive.”

i

View Profile

R. M. Davis

i

The 24 firms listed for Portland, ME provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Portland, ME

Of the 24 firms we list here, 19 are in Portland itself and 5 come from towns including South Portland (2, 4 mi), Saco (1, 12 mi) and Kennebunk (1, 23 mi). 15 of the firms on this page have a rating, from 3.8 to 5.0 across 221 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on weekends. 6 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers remote or virtual consultations and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Portland listed here?

19 of the 24 firms are located in Portland. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile

Wealthsmith Financial Planning

(3)

“Gary, is an outstanding financial planner .”

i

View Profile

Fore River Financial

i

View Profile

Gilbert Investment Management

(1)

“His solid advice and attention to my investments have resulted in continued positive results.”

i

View Profile

Spinnaker Trust

(1)

“Starting my business, investing just enough with cash on hand, etc.”

i

View Profile

H M Payson & Co

i

View Profile

Waypoint Financial

i

View Profile

Richard Brothers Financial Advisors

i

View Profile

New Vision Custom Solutions

(1)

“The best place ever😀 …”

i

View Profile

Jones & Matthews PA

(2)

“I switched from another tax preparer in the same town and the difference is night and day.”

i

View Profile

Stone Coast Fund Services

(2)

“His advanced knowledge on all topic of conversation was quite honestly surprising.”

i

View Profile

Northeast Planning Associates

i

View Profile

August Wealth Management

i

View Profile

Wedmont Private Capital

FAQs

Do I have to move all of my assets to Wedmont?

No. Some clients choose to maintain relationships with multiple firms. We only require that your total investable assets with Wedmont be in excess of $1,000,000.

How does the $10,000 flat fee work?

Our fee is paid quarterly in arrears. One fee covers an entire household (both spouses), and there are no limits on the number of accounts or the size of the portfolio. In especially complex cases, we reserve the right to charge different entities (for example, a family foundation) a separate fee.

Do you charge placement fees on hedge funds or private equity funds?

No. The only fee we charge is our annual $10,000 fee. We do not charge placement fees on hedge funds or private equity, nor do we receive trailing commissions. Because of this, we are often able to offer clients access to hedge fund and private equity investments for a fraction of the cost of other advisors.

Can you help manage my employee stock and options?

Yes. We specialize in managing employee stock and options, especially for Section 16 insiders. We work collaboratively with you to develop a plan to maximize the value of your equity awards in a way that is tax, risk, and compliance sensitive.

How does the $12,500 flat fee work?

Our fee is paid quarterly in arrears. One fee covers an entire household (both spouses), and there are no limits on the number of accounts or the size of the portfolio. In especially complex cases, we reserve the right to charge different entities (for example, a family foundation) a separate fee.

We try to answer commonly asked questions like these on the FAQ page of our website.

i

View Profile

Portland Trust Company

(2)

“Very effective money manager”

i

View Profile

Great Diamond Partners

i

View Profile

Johann Azzopardi - Congress Street Financial Group

i

View Profile

Integrated Financial Partners

i

View Profile

Saco River Financial

i

Average Cost	$3278
Minimum cost	$1093
Maximum cost	$9288
Avg Per Hour Rates	$328

Best Financial Advisors in Portland, ME

Vis Wealth Partners

IIS Financial Services - Financial Advisors

Portland Financial Planning Group

Berrydunn Portland

Old Port Advisors

R. M. Davis

Area overview: Portland, ME

Wealthsmith Financial Planning

Fore River Financial

Gilbert Investment Management

Spinnaker Trust

H M Payson & Co

Waypoint Financial

Richard Brothers Financial Advisors

New Vision Custom Solutions

Jones & Matthews PA

Stone Coast Fund Services

Northeast Planning Associates

August Wealth Management

Wedmont Private Capital

Portland Trust Company

Great Diamond Partners

Johann Azzopardi - Congress Street Financial Group

Integrated Financial Partners

Saco River Financial

Retirement Planning and Investment Management Services in Portland, ME Cost Estimates

Why these companies made our list

More Financial Advisors in Maine

Popular in Portland