Able Money LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Able Money LLC is a fee-only, state‑licensed investment adviser that provides integrated financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm generally delivers ongoing, comprehensive engagements rather than one‑off or stand‑alone advice, and it also provides non‑discretionary guidance for employer‑sponsored retirement plan allocations.
Investment implementation emphasizes broadly diversified asset allocation using passive ETFs, no‑load mutual funds, and, when appropriate, separately managed accounts and model portfolios. The firm employs a scientifically validated risk‑tolerance assessment and portfolio‑optimization tools (including Monte Carlo simulation) and integrates values‑based (ESG) screening with retirement‑income planning to address longevity, inflation, market volatility, and health‑care risks.
Distinctive features include a relatively small client base compared with its assets under management and a practice of conducting no‑fee, pre‑engagement reviews of client documents to shape initial recommendations. The principal combines legal (JD) training with CFP certification, coordinates with third‑party managers and SEI‑offered separately managed account options, and discloses receipt of research and soft‑dollar benefits from custodians such as SEI, Vanguard, and BlackRock.
Client services
Expertise
Demographic focus
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Main office
North Yarmouth ME
Advisors at this office
1
Most active in
Maine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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