# Great Diamond Partners, LLC

> Great Diamond Partners, LLC is an SEC-registered investment advisory firm in Portland, ME, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 299598
- Filed as: GREAT DIAMOND PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, ME
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299598
- AdvisorCensus page: https://advisorcensus.com/firm/great-diamond-partners-llc-portland-me-299598

## Quick answers

**How is Great Diamond Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Great Diamond Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Great Diamond Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 17, 2026 states: Flat fee: up to $25,000 a year (financial planning services); Hourly rate: $350 an hour (business transition planning services); Flat fee: $10,000 to $50,000 (business transition planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Great Diamond Partners, LLC located?**
Great Diamond Partners, LLC's principal office is in Portland, ME, according to its Form ADV.

**Is Great Diamond Partners, LLC registered with the SEC or a state?**
Great Diamond Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299598.

**How much does Great Diamond Partners, LLC manage?**
Great Diamond Partners, LLC reports $804,063,563 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Great Diamond Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Great Diamond Partners, LLC: Regulatory assets under management: $551,156,203 in the October 2021 data and $804,063,563 in the October 2026 data, up 46%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Great Diamond Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (285); individuals (other than high net worth individuals) (238); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Great Diamond Partners, LLC use?**
Great Diamond Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Great Diamond Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299598

**What changed in Great Diamond Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA, NC, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 17, 2026)

- Flat fee: up to $25,000 a year (financial planning services)

> We charge either an hourly fee of $300 or an annual flat fee, not to exceed $25,000 for financial planning services, which is negotiable depending on the scope and complexity of the plan

- Hourly rate: $350 an hour (business transition planning services)

> Our hourly fee is $350 and is negotiable depending on the scope and complexity of the services rendered. Our hourly business transition planning fee is payable upon completion

- Flat fee: $10,000 to $50,000 (business transition planning services)

> Our fixed fees for business transition planning services range from $10,000 to $50,000. If a fixed fee is charged, fees are payable in advance as invoiced.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $804,063,563
- Discretionary: $804,063,563
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 238 | $73,835,795 |
| High net worth individuals | 285 | $715,938,214 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $11,817,538 |
| Charitable organizations | 3 | $2,472,016 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, ME, NC, NH, NY, PA, TX, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatdiamondpartners.com
- Facebook @Great-Diamond-Partners-727704101003931
- LinkedIn @great-diamond-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $551,156,203 | 8 | April 6, 2021 |
| October 2022 | $671,174,324 | 10 | March 17, 2022 |
| October 2023 | $540,784,152 | 9 | April 26, 2023 |
| October 2024 | $649,123,040 | 8 | March 14, 2024 |
| October 2025 | $613,396,493 | 10 | May 29, 2025 |
| October 2026 | $804,063,563 | 12 | September 14, 2026 |

Regulatory assets under management: $551,156,203 in the October 2021 data and $804,063,563 in the October 2026 data, up 46%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA, NC, WA.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $613,396,493 to $804,063,563 (+31%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NY, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Diamond Partners, LLC (CRD 299598): Form ADV filing data as of October 2026.