Warren Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,909,062
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
44
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$634,297
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Financial planning flat fees between $500 and $15,000; pension consulting flat fee between $2,500 and $15,000.
$1 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001+: 1.00% annually
Insurance product commissions accepted by supervised persons, but commissions are not primary source of compensation.
Hourly rate of $500 per hour for financial planning and pension consulting services.
Fee-only: Financial planning fees between $500 and $15,000; pension consulting flat fees between $2,500 and $15,000; hourly rate $500/hour for financial planning and pension consulting services.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Warren Financial, LLC
1147 Hammond St, Ste 3
Bangor ME 04401, United States
Number of offices
1
Forms ADV
Quick links
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