Advisor at Root Financial Partners
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
Root Financial Partners
Location
New Portland, ME
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Fixed fees for financial planning generally range from $2,000 to $65,000 depending on engagement scope.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
Hourly fees for financial planning between $250 and $750 per hour, negotiable by complexity.
Account minimum: No minimum account size required (the previous $2 million minimum was removed); however, there is a minimum annual advisory fee of $10,000. Minimum fee: Minimum annual advisory fee of $10,000 applies if asset-based fees are below this amount. Fee-only: Financial planning fixed fees range from $2,000 to $65,000; hourly fees from $250 to $750 per hour.
Root Financial Partners, LLC
2025 - Present (1 year)
TFC Financial Management, Inc.
2019 - 2025 (6 years)
Boston Wealth Strategies
2017 - 2019 (2 years)
Baystate Financial
2015 - 2017 (2 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.
Series 66
Madison, ME
Northeast Planning Associates, Inc.
Series 63, Series 66
New Portland, ME
Empower Advisory Group
Series 63, Series 66
Winthrop, ME
LPL Financial
Series 63, Series 65
Madison, ME
LPL Financial
Series 63, Series 66
Madison, ME
Ameriprise
Series 66
Madison, ME
LPL Financial
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