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Ronald Wrobel

Advisor at Coston, McIsaac & Shea Financial Advisors

Updated today

Location

Bar Harbor, ME 04609-1806

Credentials

Series 65

Industry experience

16 years

About

Ronald Wrobel is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s in Bar Harbor, Maine. His professional activities include providing accounting services and referring clients to investment advisers when appropriate. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities while generally avoiding frequent trading, margin, and options.

Client services

Based on Coston, McIsaac & Shea Financial Advisors

Portfolio management Selection of other advisers Selection of assets held away for 401k

Expertise

Based on Coston, McIsaac & Shea Financial Advisors

Wealth management College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0.00 - $250,000: 1.25% annually $250,000 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually

Other

Account minimum: $250,000 Minimum fee: Minimum account size of $250,000 to open an account for management services; accounts below this minimum are not accepted.

Location

38 Rodick Street Suite B

Bar Harbor, ME 04609-1806

Most active in

Maine

Work history

Coston And Mcisaac Cpa's

2009 - Present (17 years)

Coston And Mcisaac Ia

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

user avatar

Paul P

CFP®, Series 65

Ellsworth, ME

Gibson Financial Solutions, Inc.

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
user avatar

Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he worked at Nexcelom Bioscience for six years and was a full-time student at the University of New Hampshire. Coston, McIsaac & Shea provides investment management and consulting services primarily to individual clients, emphasizing long-term asset allocation using low-cost mutual funds and select dividend-focused equities. The firm employs both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
user avatar

Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Wealth management College savings (529s, UTMA, etc.)
user avatar

Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has been with Coston and McIsaac CPA since 2023, following 12 years at M&M Consulting LLC. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading and complex strategies.

Wealth management College savings (529s, UTMA, etc.)
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Matthew M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Wealth management College savings (529s, UTMA, etc.)
user avatar

Ryan W

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
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