Wealth Manager
    Manages Private Funds

    Portland Financial Planning Group

    Registered investment advisor · Portland, Maine · CRD #116168

    Assets Under Management
    $78M
    Client Accounts
    137
    Employees
    2
    CRD Number
    116168
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portland Financial Planning Group

    Portland Financial Planning Group is a registered investment advisory firm headquartered in Portland, Maine, managing approximately $78M in regulatory assets across 137 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116168.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Portland Financial Planning Group

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    Frequently Asked Questions

    What is Portland Financial Planning Group's AUM?

    Portland Financial Planning Group reports approximately $78M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portland Financial Planning Group headquartered?

    Portland Financial Planning Group is headquartered in Portland, Maine.

    What is Portland Financial Planning Group's CRD number?

    Portland Financial Planning Group's CRD number is 116168. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portland Financial Planning Group manage?

    Portland Financial Planning Group manages approximately 137 client accounts according to its latest SEC filing.

    Is Portland Financial Planning Group SEC registered?

    Portland Financial Planning Group is registered as a STATE investment adviser.

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