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Douglas Albert Dulac

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner — Hermon, ME

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

40 years

Location

Hermon, ME 04401

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner logo

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Enterprise

Total advisors

363

Across 203 offices

Clients per advisor

83 High

Avg AUM per client

$410,135 Typical

HNW client ratio

16% Typical

About

Douglas Dulac is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been involved with United Planners since 2008. Dulac serves on the finance committee of the Anah Shrine and has been active in this community role since 2012. United Planners Financial Services serves a broad range of clients including individuals, corporations, charitable organizations, and institutional investors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Client services

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management

Occupation focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Founder/Business Owner Retired Executive

Demographic focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Established Professionals

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Fee options

Fixed

Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.

Percentage

$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum

Commissions

Commission-based products available through BD capacity; commissions vary by product.

Project-based

Financial Planning/Consulting Fees may be hourly; negotiated individually.

Other

Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.

Location

See office

Hermon, ME

48 Liberty Dr.

Hermon ME 04401

Advisors at this office

1

Most active in

Florida · Maine · New Hampshire

Work history

40 years of industry experience

Douglas Dulac

2024 - 2024 • 1 year

Englewood, FL

Anah Shrine Finance Committee

2012 - Present • 14 years

Bangor, ME

Doug Dulac

2011 - Present • 15 years

Carmel, ME

Doug Dulac

2011 - Present • 15 years

Carmel, ME

Master Mentors

2011 - 2022 • 11 years

Glenburn, ME

Master Mentors

2011 - 2022 • 11 years

Carmel, ME

Master Mentors

2011 - 2022 • 11 years

Carmel, ME

Douglas Dulac

2010 - 2024 • 14 years

Carmel, ME

United Planners' Financial Services Of America

2008 - Present • 18 years

Scottsdale, AZ

Maine Street Insurance and Financial Services

2006 - Present • 20 years

Glenburn, ME

Anah Shrine Temple

2004 - 2024 • 20 years

Bangor, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused
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Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning RSUs / ISOs / NSOs Active portfolio management Established Professionals Approaching retirement Retired

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Options & derivatives strategies Founder/Business Owner
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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