Doucette Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Doucette Financial provides investment advisory and financial planning services with a stated focus on developing retirement portfolios; the firm works with individual clients and prepares a signed Investment Policy Statement for each engagement while investing across listed equities, ETFs, mutual funds, bonds, ADRs, ETNs and exchange-traded REITs. Accounts are managed on a non‑discretionary basis and held at a custodian chosen by the client or the firm’s recommendation.
The firm collects client data on risk tolerance, liquidity needs and time horizon to craft recommendations and monitors accounts monthly, using a mix of charting, fundamental, technical and economic analysis to implement long‑term, short‑term and trading strategies. It describes a fiduciary duty to act in clients’ best interests and follows client‑imposed restrictions when selecting investments.
Noteworthy features include the availability of hourly financial planning as an alternative to asset‑based billing — a practice that is uncommon among firms in this category — and the provision of financial planning at no additional cost to investment management clients. The firm is recently established (founded in 2025), operates with a very small advisor team and maintains formal controls such as a code of ethics and periodic reviews of personal trading, which distinguish its operational profile from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Social Security optimization
Cash flow / budgeting
Tax-loss harvesting
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.5% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Financial planning services billed at $50 per hour, billed in quarter-hour increments, negotiable
Fee-only: Financial planning services at $50 per hour, billed in quarter-hour increments, negotiable
Main office location
Doucette Financial
Sabattus ME, United States
Number of offices
1
Most active in
Doucette Financial has reported serving >5 clients in these states in the last 12 months.
Maine
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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