Brian Dietz is a CFA, CFP-designated registered investment advisor at Portland Financial Planning Group, based in Portland, ME, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFPG typically provides combined financial planning and investment advisory services for an annual fixed fee. The firm may offer either service separately for an annual fixed fee. The annual fixed fee is negotiable and ranges from $6,500 to $25,000, depending on factors like net worth, assets to be managed, and complexity of the engagement.
Contact
Brian Dietz
Location
511 Congress Street, Suite 804, Portland, ME, 04101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portland Financial Planning Group
State Registrations1 state
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.