Daniel Pease is a registered investment advisor at Maine Investment and Planning Services, LLC, based in Falmouth, ME, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning. Their firm serves 6 clients with $1.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$1.9M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Fundy Road, Suite 202/204, Falmouth, ME, 04105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Maine Investment and Planning Services, LLC
February 2026 - Present · 3 mos
Previous Registrations
Signator Investors, INC.
June 2009 - October 2010 · 1 yr 4 mos
State Registrations1 state
ME
Advisor

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.

Exams
No exam information available for this advisor.
Daniel Pease - Financial Advisor | TrueAdvisor