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 Jr. is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is a principal at Coston and McIsaac Investment Advisers, LLC in Bar Harbor, Maine, and has been involved with affiliated entities including Coston and McIsaac CPAs and Coston, McIsaac and Partners, Inc. Outside of his advisory work, he is a part-owner and treasurer of Strawberry Hill Inc., a motel business in Bar Harbor. Coston and McIsaac Investment Advisers, LLC refers clients to independent investment managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm maintains close ties with its founding accounting practice, providing integrated tax advice and ongoing coordination with third-party managers without directly managing client assets.
Maurice M
Series 65
Bar Harbor, ME
Coston and McIsaac Investment Advisers, LLC
Maurice McIsaac is a financial advisor with Coston and McIsaac Investment Advisers, LLC, holding a Series 65 credential and with 24 years of industry experience. He has been affiliated with Coston and McIsaac Investment Advisers since 2001 and also provides consulting services for Coston & McIsaac, CPAs, an accounting firm based in Bar Harbor, Maine. McIsaac refers consulting clients to licensed investment advisers and receives compensation for these referrals. He also serves as an investment adviser for Coston, McIsaac and Partners, Inc. 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’s model integrates accounting services with investment referrals and maintains ongoing coordination with independent managers, without directly managing portfolios or holding client assets.
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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