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Find Retirement Advisors for Retirement Planning in Maine, Portland

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 13 Retirement Planning firms in Portland, Maine (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	One Portland Square, 5th Floor, Portland, ME, 04101	$6,955,171,652	4017	33	A percentage of AUM, Fixed fees
2	24 City Center, Portland, ME, 04101-4069	$6,315,757,763	5680	57	A percentage of AUM, Hourly charges, Fixed fees
3	30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200	A percentage of AUM, Performance Based
4	7 Custom House St, 4th Floor Portland, ME, 04101-4194	$897,644,886	1240	16	A percentage of AUM, Hourly charges, Fixed fees
5	217 Commercial St, Suite 400 Portland, ME, 04101	$894,628,115	813	11	A percentage of AUM, Fixed fees
6	130 Middle Street, 2nd Floor Portland, ME, 04101-7104	$698,391,919	2276	12	A percentage of AUM, Hourly charges, Fixed fees
7	22 Monument Square, Suite 300 Portland, ME, 04101	$613,396,493	1618	10	A percentage of AUM, Hourly charges, Fixed fees
8	100 Commercial Street, Suite 220 Portland, ME, 04101	$611,986,075	5	19	A percentage of AUM, Performance Based
9	2 Monument Square, Suite 701 Portland, ME, 04101	$476,220,823	869	7	A percentage of AUM, Fixed fees
10	One Monument Square, Suite 501 Portland, ME, 04101	$434,543,021	1925	11	A percentage of AUM, Hourly charges, Fixed fees
11	70 Center Street, 2nd Floor Portland, ME, 04101	$426,103,505	557	5	A percentage of AUM
12	1945 Congress Street Building A, Portland, ME, 04102	$169,830,150	172	2	A percentage of AUM
13	136 Commercial Street, Suite 301 Portland, ME, 04101	$64,263,884	8	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Portland, Maine

H.M. PAYSON

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QualificationsFirm CRD# 2993

Assets Under Management $6,955,171,652

No. Of Clients4017

Clients Per Financial Advisor122

H.M. PAYSON is a financial advisory firm situated in Portland, Maine. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4017 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

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R M DAVIS INC

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QualificationsFirm CRD# 105448

Assets Under Management $6,315,757,763

No. Of Clients5680

Clients Per Financial Advisor100

R M DAVIS INC is a financial advisory firm situated in Portland, Maine. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5680 clients. The team consists of 57 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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GREENBACKER CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 277101

Assets Under Management $3,800,000,000

No. Of Clients7

Clients Per Financial Advisor0

GREENBACKER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Portland, Maine. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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HEADINVEST

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QualificationsFirm CRD# 140518

Assets Under Management $897,644,886

No. Of Clients1240

Clients Per Financial Advisor78

HEADINVEST is a financial advisory firm situated in Portland, Maine. With a nearly $898M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1240 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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PORTLAND GLOBAL ADVISORS LLC

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QualificationsFirm CRD# 109127

Assets Under Management $894,628,115

No. Of Clients813

Clients Per Financial Advisor74

PORTLAND GLOBAL ADVISORS LLC is a financial advisory firm situated in Portland, Maine. With a nearly $895M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (ADVISE ON RETENTION OF OTHER INV ADVISERS & PHILANTHROPIC STRATEGIES ON REQUEST)

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OLD PORT ADVISORS

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QualificationsFirm CRD# 108228

Assets Under Management $698,391,919

No. Of Clients2276

Clients Per Financial Advisor190

OLD PORT ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2276 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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GREAT DIAMOND PARTNERS, LLC

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QualificationsFirm CRD# 299598

Assets Under Management $613,396,493

No. Of Clients1618

Clients Per Financial Advisor162

GREAT DIAMOND PARTNERS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $613M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1618 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BUSINESS TRANSITION PLANNING)

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FOW PARTNERS, LP

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QualificationsFirm CRD# 329051

Assets Under Management $611,986,075

No. Of Clients5

Clients Per Financial Advisor0

FOW PARTNERS, LP is a financial advisory firm situated in Portland, Maine. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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BIGELOW INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 143733

Assets Under Management $476,220,823

No. Of Clients869

Clients Per Financial Advisor124

BIGELOW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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PENOBSCOT FINANCIAL ADVISORS

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QualificationsFirm CRD# 286211

Assets Under Management $434,543,021

No. Of Clients1925

Clients Per Financial Advisor175

PENOBSCOT FINANCIAL ADVISORS is a financial advisory firm situated in Portland, Maine. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1925 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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ARIES WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 175477

Assets Under Management $426,103,505

No. Of Clients557

Clients Per Financial Advisor111

ARIES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

CLARK & STUART INC

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QualificationsFirm CRD# 107991

Assets Under Management $169,830,150

No. Of Clients172

Clients Per Financial Advisor86

CLARK & STUART INC is a financial advisory firm situated in Portland, Maine. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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GUIDANCE POINT RETIREMENT SERVICES, LLC

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QualificationsFirm CRD# 161000

Assets Under Management $64,263,884

No. Of Clients8

Clients Per Financial Advisor2

GUIDANCE POINT RETIREMENT SERVICES, LLC is a financial advisory firm situated in Portland, Maine. With a nearly $64M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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