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Sonya Mitchell

Advisor at OSAIC Institutions, INC.

Updated today

Location

Ellsworth, ME 04605

Credentials

Series 63, Series 65

Industry experience

24 years

About

Sonya Mitchell is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. and Bar Harbor Banking & Trust Company since 2004. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements and access to alternative investments. The firm employs a network of investment adviser representatives who provide both discretionary and non-discretionary solutions, supported by extensive partnerships with banks and credit unions.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

135 High Street

Ellsworth, ME 04605

Most active in

Maine

Work history

infinex Investments, Inc.

2004 - Present (22 years)

Bar Harbor Banking & Trust Company

2004 - Present (22 years)

Disclosures

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

Business activities & affiliations

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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
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Series 63, Series 65

Blue H Ill, ME

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Options & derivatives strategies Tax-loss harvesting
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Series 65

Bar Harbor, ME

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

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

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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.)
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