National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in South Portland, Maine

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.

Finding the Best Retirement Planners in South Portland, Maine

Last Updated - May 23, 2025

South Portland has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in South Portland, Maine have an average of 11 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in South Portland, Maine

advisor
vector.svg VERIFIED

Alexander Mills
Casco Bay Wealth Advisors

Qualifications
CRD# 6317420
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 2 Retirement Planning firms in South Portland, Maine (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

82 Running Hill Road, Suite 205
South Portland, ME, 04106
$334,336,2167907
A percentage of AUM, Fixed fees
2

50 Donald B. Dean Drive, Suite One
South Portland, ME, 04106
$130,161,13443310
A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER ADVISEMENT)

Information on Top Retirement Planning firms in South Portland, Maine

QualificationsFirm CRD# 123098

Assets Under Management $334,336,216

No. Of Clients790

Clients Per Financial Advisor113

ROBINSON SMITH WEALTH ADVISORS, LLC is a financial advisory firm situated in South Portland, Maine. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 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
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 113826

Assets Under Management $130,161,134

No. Of Clients433

Clients Per Financial Advisor43

RICHARD BROTHERS, FINANCIAL ADVISORS is a financial advisory firm situated in South Portland, Maine. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 433 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
  • Other (% OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • 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
  • Other (CONSULTING SERVICES)
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners