Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Bangor, ME 04401-3614
Credentials
CFP®, Series 65
Industry experience
2 years
Chad Kelley is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Means Wealth Management since 2024 and previously spent five years at Bangor Savings Bank and four years at Cross Insurance Center. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm uses both active and passive strategies, offers regular market updates and educational materials, and serves institutional retirement plans alongside private investment vehicles.
Based on Means Wealth Management
Based on Means Wealth Management
Financial plan initial review and development: $2,500; Annual financial plan reviews: $500; Additional reviews: $500 each; Exit planning project-based fees typically $15,000 to $50,000.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $1,000,000 (minimum household relationship size, waived at discretion) Minimum fee: Up to $5,000 minimum annual fee for Investment Advisory Services Fee-only: Fee-only investment advisor; no commissions, transaction fees, or markups charged.
802 Stillwater Ave.
Bangor, ME 04401-3614
Maine · Texas
Means Wealth Management
2025 - Present (1 year)
Means Wealth Management
2024 - 2025 (1 year)
Means Wealth Management
2024 - 2024 (1 year)
Bangor Savings Bank
2018 - 2023 (5 years)
Cross Insurance Center
2014 - 2018 (4 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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