Educated Investors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,775,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
—
About
Educated Investors LLC works primarily with school employees and their families, providing asset management, financial planning, and education-focused advisory services. The firm offers both comprehensive wealth-management relationships and one‑time or limited-scope planning engagements.
Its investment approach is predominantly passive, using diversified asset-class allocations implemented with index mutual funds and ETFs and monitored for tax considerations and target weighting. Financial-planning work is offered as ongoing engagements or as project-based, hourly services, and the firm explicitly uses hourly billing for project work.
What distinguishes the firm is the principal’s long background in classroom instruction and a state financial‑literacy role, and the way client education is built into the advisory model through teaching and other educational supports. The adviser also emphasizes serving average, non‑high‑net‑worth individual clients and combining educational outreach with investment management—features that are less common among investment-manager peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Passive / index investing
Occupation focus
Educators, Teachers, and Academics
Fee options
Essential Services plan starting at $720 per year; Full Service ongoing plan starting at $90/month (single), $110/month (couple), $140/month (retirees)
$0 - $1,500,000: 0.9% $1,500,000+: 0.5%
$180 per hour for project financial planning and services outside ongoing agreements
Ongoing financial planning fees payable monthly: $90/month (single), $110/month (couple), $140/month (retirees)
Minimum fee: $1700 minimum annual fee Fee-only: Financial planning fees (ongoing and project fees)
Main office location
Educated Investors LLC
Scarborough ME, United States
Number of offices
1
Most active in
Educated Investors LLC 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:
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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.
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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.
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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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