Alan Eskandari
Advisor at Able Money LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Able Money LLC
Location
North Yarmouth, ME
Credentials
CFP®, Series 65
Industry experience
10 years
About
Alan Eskandari is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Harvest Asset Group, LLC from 2015 to 2022 and has been with Able Money LLC since 2021. Able Money LLC provides integrated financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm emphasizes diversified, asset-allocation driven portfolios using passive ETFs and no-load mutual funds, values-based investing, and planning for retirement transitions.
Client services
Based on Able Money LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Able Money LLC
Retirement income strategy
Tax-loss harvesting
Roth conversion strategy
Cash flow / budgeting
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Location
North Yarmouth, ME
Most active in
Alan E has reported serving >5 clients in these states in the last 12 months.
Maine
Work history
Able Money LLC
2021 - Present (5 years)
Harvest Asset Group, LLC
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®, Series 66
Freeport, ME
Flying Point Advisors
Bradley M
Series 63
Raymond, ME
Maine Securities Corporation
John D
Series 63, Series 66
Yarmouth, ME
Intent Advice, Inc.
Laurie B
Series 66
North Yarmouth, ME
Freedom Wealth Advisors, LLC
Thomas B
Series 65
Gorham, ME
Black Brook Financial Planning
Dominic G
Series 65
Portland, ME
Stillwater Investing
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