August Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and other business entities, providing discretionary portfolio management alongside comprehensive financial planning that covers retirement, estate, tax, cash‑flow and education planning. Engagements may be ongoing asset management or limited to hourly or special‑project planning, and the firm also offers educational presentations tailored to client audiences.
The firm uses a blend of fundamental, technical and cyclical analysis to inform security selection and typically manages accounts on a discretionary, long‑term basis while avoiding highly active trading. August Wealth emphasizes a thorough data‑gathering intake and periodic reviews to build personalized plans that emphasize capital preservation and appropriate growth for each client’s objectives.
Notably for a solo independent adviser, the firm accepts institutional clients and explicitly lists charitable organizations and other business entities among its client types, identifying nonprofit work as a core area of focus. The principal holds CFP and CDFA credentials and has experience in nonprofit treasury roles, and the firm states a willingness to work with a broad range of client demographics, including early‑career couples and those approaching retirement, without imposing an account minimum.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually
$150 per hour, or negotiated rate
Main office
66 Pearl Street, Suite 310
Portland ME 04101
Advisors at this office
1
Most active in
Maine · New Hampshire
Also doing business as
August Financial Group, LLC · August Wealth Management · August Wealth Management, L.L.C. · Whytock, Scott Everett
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.
Forms ADV
Quick links
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