user avatar

Richard Tonge

Advisor at Tonge Investments

Updated today
Tonge Investments logo

Firm

Tonge Investments

Location

Belgrade, ME

Credentials

Series 63, Series 65

Industry experience

46 years

Client services

Portfolio management

Fee options

Fixed

Liquidation fees at least $150, may be more based on time and effort

Percentage

$0 - $500,000: 1% $500,000 - $1,000,000: 0.7% $1,000,000+: 0.5% $0 - $3,000,000: 1% (Trust accounts using Firm as Trustee) $0 - $3,000,000: 1% $3,000,000+: 0.5% Any - Any: 1.5% on assets using options or leveraged ETFs

Project-based

$500 per hour

Other

Account minimum: $15,000 Minimum fee: No fee on single accounts with values below $15,000

Work history

Tonge Investment Services

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

April T

Series 66

Manchester, ME

Merrill

April Ylvisaker Tardiff serves as a Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch in 2012. In her role, April focuses on delivering comprehensive wealth management strategies tailored to individual client needs, with expertise in areas such as college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. April holds a Bachelor's Degree from the University of Maine System and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She and her team leverage both their industry knowledge and the global resources of Merrill to provide a full range of wealth management services, particularly assisting corporate executives in integrating corporate benefit programs into long-term financial strategies. Beyond her professional career, April is involved with various community organizations such as Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. Her personal interests include boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with family, and yoga.

Wealth management Retirement income strategy Social Security optimization ESG / Sustainable investing Executive Women Professionals Women's Finance

Luke R

Series 63, Series 66

Waterville, ME

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner

Blaine G

Series 66

Manchester, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management ESG / Sustainable investing

Sasha F

Series 66

Waterville, ME

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Samuel O

Series 66

Augusta, ME

Edward Jones

Retirement income strategy Early retirement planning Wealth management

Eliot S

Series 66

Augusta, ME

Edward Jones

General retirement planning Passive / index investing ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")