Advisor at Portland Financial Planning Group
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Firm
Portland Financial Planning Group
Location
Portland, ME 04101
Credentials
CFP®, CFA®, Series 63
Industry experience
23 years
Brian Dietz is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Portland Financial Planning Group since 1998. The firm provides comprehensive financial planning and investment advisory services to individuals and families, including high-net-worth clients. Portland Financial Planning Group emphasizes long-term, asset-allocation-driven portfolios using low-cost index funds and diversified mutual funds and ETFs, primarily managing client assets on a non-discretionary basis with client involvement in transactions.
Fixed fees for one-time project services generally range from $1,000 to $7,500.
$0 - $1,000,000: 0.65% $1,000,001 - $4,000,000: 0.40% $4,000,001+: 0.225%
Hourly rate generally $300 per hour for one-time project services.
Annual fixed (retainer) fee generally ranging from $6,500 to $25,000, negotiable based on factors including net worth and complexity.
Minimum fee: Minimum annual fixed fee of $6,500 for new clients, which may be decreased or waived at the firm's discretion. Fee-only: Fee-only advisory firm; no commissions received.
511 Congress Street, Suite 804
Portland, ME 04101
Maine
Portland Financial Planning Group
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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