Advisor at Black Harbor Financial
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
Black Harbor Financial
Location
Boothbay Harbor, ME
Credentials
CFP®
Industry experience
8 years
Fixed fee of $2,500 for comprehensive financial plan (negotiable)
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
$300 per hour for initial consultations, reviews, and limited consultations
Account minimum: $0 for financial planning and asset management clients; $2,500 minimum annual fee for pension plan advisory services Minimum fee: Minimum of $2,500 annually for pension plan advisory services Fee-only: Financial planning hourly fee $300/hour; fixed fee $2,500 for comprehensive financial plan (negotiable based on complexity)
Whitt Law
2016 - Present (10 years)
Griffin Law Offices
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
South Bristol, ME
Merrill
Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.
Series 63, Series 66
Bath, ME
Edward Jones
Series 63, Series 65
Boothbay Harbor, ME
Shoreline Capital Corporation
CFP®, Series 63
Bristol, ME
August Wealth Group, Inc.
Series 66
Phippsburg, ME
Rossby Financial, LLC
CFA®
Baltimore, MD
Jemma Financial Services
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