Latitude Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Latitude Financial Planning LLC provides fee-only financial planning and investment advisory recommendations to individuals and families. Its comprehensive planning services address retirement, investment, Social Security, tax, education, insurance, estate planning considerations, and cash-flow matters, with the specific scope set out in each engagement letter.
The firm develops client-tailored recommendations using analyses that may draw on Modern Portfolio Theory concepts and a life‑cycle approach, and it may recommend strategies such as asset allocation, diversification, index/passive investing, buy‑and‑hold, and dollar‑cost averaging. LFP does not maintain discretionary authority over client accounts or custody client assets; clients keep their own custodians and implement recommendations, and the firm bills on hourly or fixed‑fee arrangements rather than asset‑based or performance fees.
Distinctive features include a focus on delivering a written comprehensive financial plan as the primary client deliverable and an emphasis on education—its principal has delivered adult and youth financial education programs and seminars—rather than ongoing managed accounts. The firm also discloses that the principal operates an unrelated small business separate from advisory activities, does not participate in wrap or soft‑dollar arrangements, and does not serve as a private‑fund adviser.
Client services
Expertise
Fee options
Comprehensive Financial Plan: $2,500–$4,000, fees based on scope and complexity
$200 per hour
Fee-only: Hourly Financial Planning: $200 per hour; Comprehensive Financial Plan: $2,500–$4,000, fees negotiable and based on scope and complexity
Main office
Port Clyde 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.
Forms ADV
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