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Elder Planning Advisors Of Maine, Inc. (South Portland)


Elder Planning Advisors Of Maine, Inc. is an adviser based in South Portland. It manages $28.93 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Maine.

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Elder Planning Advisors Of Maine provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Elder Planning Advisors Of Maine: assets under management

The assets under management (AUM) of Elder Planning Advisors Of Maine, Inc. is $28.93 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.91 million in discretionary accounts and $6.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Elder Planning Advisors Of Maine, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South Portland

The principal office where Elder Planning Advisors Of Maine, Inc. performs its advisory services is located at 1006 Broadway, South Portland, ME 04106 4205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-767-8225 or by fax 207-767-6074. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.elderplanningadvisors.com.


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