# Portland Financial Planning Group

> Portland Financial Planning Group is a state-registered investment advisory firm in Portland, ME, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 116168
- Filed as: PORTLAND FINANCIAL PLANNING GROUP
- Legal name: Portland Financial Planning Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, ME
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116168
- AdvisorCensus page: https://advisorcensus.com/firm/portland-financial-planning-group-portland-me-116168

## Quick answers

**How is Portland Financial Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Portland Financial Planning Group reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portland Financial Planning Group located?**
Portland Financial Planning Group's principal office is in Portland, ME, according to its Form ADV.

**Is Portland Financial Planning Group registered with the SEC or a state?**
Portland Financial Planning Group is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 116168.

**How much does Portland Financial Planning Group manage?**
Portland Financial Planning Group reports $78,378,113 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (3% discretionary).

**What types of clients does Portland Financial Planning Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (7); charitable organizations (1).

**Does Portland Financial Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116168

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,378,113
- Discretionary: $2,532,021
- Non-discretionary: $75,846,092

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,960,094 |
| High net worth individuals | 25 | $72,122,935 |
| Charitable organizations | 1 | $1,295,084 |

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

### Firm details
- Registered since: 1998 (27 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pfpg.com](https://pfpg.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portland Financial Planning Group (CRD 116168): Form ADV filing data as of October 2026.