Coston and McIsaac Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coston and McIsaac Investment Advisers LLC refers clients to third‑party independent managers and wrap‑fee programs, with its referral population described as individuals, retirement accounts, organizations, and trusts. The firm was formed out of the principals’ accounting practice and is affiliated with Coston and McIsaac CPAs and with Coston, McIsaac and Partners, Inc., reflecting a close connection between its advisory referrals and the accountants who originate them.
The firm does not provide portfolio management or hold client assets; instead it evaluates client needs and recommends independent managers such as Morgan Stanley and UBS, then maintains ongoing contact with those managers about the referred accounts. Its adviser representatives may also provide general tax advice and, when more specific tax work is warranted, perform that work and bill separately as CPAs.
The solicitor‑only structure, with written solicitation agreements with major broker‑dealers and referral compensation in lieu of charging percentage‑of‑assets fees or directly managing portfolios, distinguishes Coston and McIsaac from more traditional supported advisers. The integration of accounting services and investment referrals — including ongoing coordination with independent managers and occasional tax consulting by the same professionals — is a notable, atypical feature of the firm’s business model.
Client services
Main office
38 Rodick Street Suite A
Bar Harbor ME 04609
Advisors at this office
3
Most active in
Maine
Also doing business as
Coston And Mcisaac Certified Public Accountants · Coston And Mcisaac Investment Advisers, LLC
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
Advisors at this firm
Paul C
CFP®, Series 63
Bar Harbor, ME
Coston and McIsaac Investment Advisers, LLC
Paul Coston is a CFP® with 23 years of experience in the financial services industry. He is a principal at Coston and McIsaac Investment Advisers, LLC and has been involved in related entities, including Coston & McIsaac CPAs since 1987 and Coston, McIsaac, and Partners, Inc. since 2015. Outside of his advisory and accounting roles, he is a co-owner and treasurer of Strawberry Hill Inc., a motel business. Coston and McIsaac Investment Advisers, LLC refers clients to third-party independent managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm operates through a solicitor-only model, coordinating closely with affiliated accounting practices to provide integrated investment referrals and tax consulting services.
Maurice M
Series 65
Bar Harbor, ME
Coston and McIsaac Investment Advisers, LLC
Maurice McIsaac is a Series 65 licensed financial advisor with 23 years of industry experience. He has worked at Coston and McIsaac Investment Advisers, LLC since 2001 and at Coston, McIsaac and Partners, Inc. since 2015. McIsaac also provides consulting services for Coston & McIsaac, CPA's, an accounting firm in Bar Harbor, Maine, and refers consulting clients to investment advisers when appropriate. Coston and McIsaac Investment Advisers, LLC serves individuals, retirement accounts, organizations, and trusts by referring clients to third-party independent managers and wrap-fee programs. The firm operates with a solicitor-only structure, integrating accounting services with investment referrals and maintaining ongoing coordination with independent managers.
Patricia P
Series 65
Bar Harbor, ME
Coston and McIsaac Investment Advisers, LLC
Patricia Pottle is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, Maine, holding a Series 65 credential and 19 years of industry experience. She also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s, an accounting firm affiliated with her advisory practice. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, employing a long-term asset allocation strategy with an emphasis on low-cost mutual funds and dividend-focused equities. The firm maintains a multidisciplinary structure through affiliations with an accounting practice and an affiliated registered investment adviser.
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