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Find Best Financial Advisors in Falmouth, Maine

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Falmouth is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Falmouth & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Falmouth?

Looking for a qualified financial advisor in Falmouth? We can help you by narrowing down your options & listing the best financial advisors in Falmouth as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Falmouth near you with the list of certified and vetted Falmouth financial advisors.

List of Qualified Financial Advisors in Falmouth, Maine

Top Financial Advisor Firms in Maine (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
RM FINANCIAL SERVICES, LLC
362 U.S. Route 1, Falmouth, ME 4105
304297 $168,330,668 802 A percentage of AUM
Hourly charges
Fixed fees
GATHER FINANCIAL PLANNING
19 Northbrook Drive, Falmouth, ME 4105
164542 $134,802,226 334 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Maine

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Sean Patrick Riley
Inquire with Sean
215 Foreside Rd, Falmouth, ME 04105 207-899-2660
Edward Jones
Inquire with Edward
19 Northbrook Dr, Suite 3 Falmouth, ME 04105 207-536-1210
Edward Jones
Inquire with Edward
251 U S Route 1, Falmouth, ME 04105 207-781-5057
Edward Jones
Inquire with Edward
19 Northbrook Dr, Suite 3 Falmouth, ME 04105 207-536-1210

Select other cities around Maine to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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