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Find Retirement Advisors for Retirement Planning in Maine, South Portland

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 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
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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

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