ME · Wells

Fiduciary advisors in Wells, ME

1 advisor with offices in Wells. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Wells

Tindon Health & Wealth

Wells, Maine

Tindon Health & Wealth, based in Wells, Maine, offers investment advisory services through Foundations Investment Advisors, an SEC-registered adviser, along with insurance analysis and Medicare supplement guidance for Maine and New Hampshire residents. The firm operates as a fiduciary and provides free assistance navigating health coverage options through state marketplaces for self-employed, unemployed, and early-retiring individuals. Investment advisory services require formal engagement and documentation, and the firm's advisors are properly licensed under SEC registration (CRD #175083).

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Financial advisors in Wells, Maine

Advisors serving Wells specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Maine's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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