PORTLAND FINANCIAL PLANNING GROUP

PORTLAND FINANCIAL PLANNING GROUP of PORTLAND, ME is an SEC-registered investment adviser (CRD 116168). Regulatory assets under management: $78.4M.

Registration

• CRD: 116168
• Type: Registered investment adviser
• Location: 511 CONGRESS STREET, PORTLAND, ME, 04101
• Phone: 207-771-8821
• Latest filing: 2026-03-27
• Regulatory AUM: $78.4M
• Discretionary AUM: $2.5M
• Non-discretionary AUM: $75.8M
• Clients: 2
• Accounts: 137

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116168 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search