# PORTLAND FINANCIAL PLANNING GROUP

PORTLAND FINANCIAL PLANNING GROUP of PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 116168
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116168/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116168/similar
- Related entities: https://search.stillhousedata.com/firm/116168/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116168

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.