Advisor at Black Brook Financial Planning
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Firm
Black Brook Financial Planning
Location
Gorham, ME
Credentials
Series 65
Industry experience
18 years
Thomas Biegel is a financial advisor with Black Brook Financial Planning in Gorham, Maine, holding a Series 65 designation and 18 years of industry experience. He has managed Black Brook Financial Planning since 2007 and concurrently serves as CFO of Shaw Brothers Construction, Inc., a sitework construction firm where he has worked since 1988. Black Brook Financial Planning is an independent registered investment adviser providing advisory and discretionary investment management and financial planning services to individuals, trusts, charitable organizations, and corporations. The firm employs a conservative, long-term, value-oriented asset allocation approach tailored to client risk tolerance and is noted for advising charitable and corporate clients.
Based on Black Brook Financial Planning
Annual flat fee negotiated with client; not to exceed 3.0% of assets under management.
$0 - $2,000,000: 0.40% $2,000,001+: 0.20%
$150 per hour with a minimum of one hour.
Fee-only: Flat fee negotiated, up to a maximum of 3.0% of assets under management annually.
Gorham, ME
Maine
Black Brook Financial Planning, LLC
2007 - Present (19 years)
Shaw Brothers Construction, Inc.
1988 - Present (38 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
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Bank
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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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