RIA Intel›Advisers›Maine›PORTLAND FINANCIAL PLANNING GROUP, LLC

PORTLAND FINANCIAL PLANNING GROUP, LLC

Advisory

PORTLAND, ME

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in ME
#52
of 58 advisers by AUM
Average account
$572K
across 137 accounts
AUM per adviser
$78M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$78M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$78M
Discretionary AUM$3M
Non-Discretionary AUM$76M
Discretionary %3.2%
Total Clients33
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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