Adam Maguire
Adam Maguire is a registered investment advisor at Northwoods Wealth Management, based in Boothbay Harbor, ME, with 28 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Written financial plans — range from $200 to $2,600 depending on complexity, with half due in advance and the remainder upon delivery within six months.
Location
514 Wicasset Road, Suite 3, Boothbay Harbor, ME, 04537
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Adam engages in outside insurance sales of non-variable products and operates under the DBA "The Financial Coach". He also provides financial planning consultations for an hourly fee and owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Northwoods Wealth Management
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.