Gather Financial Planning

Gather Financial Planning (CRD# 164542) is a financial advisory firm headquartered in Falmouth, ME. They manage $148,426,333 in 400 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $371,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME, NC, NH, TX

Financial Advisors at Gather Financial Planning
Showing 1 - 5 of 5 top financial advisors.
1
Michael C. Goldman
CRD#: 5745885
19 Northbrook Drive, Falmouth, ME 04105

Michael Goldman (CRD# 5745885) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 14 years of experience in the finance industry. Michael Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maryjane Holmes
CRD#: 4645595
19 Northbrook Drive, Falmouth, ME 04105

Maryjane Holmes (CRD# 4645595) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Maryjane Holmes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Abigail T. Morton
CRD#: 4788220
19 Northbrook Drive, Falmouth, ME 04105

Abigail Morton (CRD# 4788220) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Abigail Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mark A. Rich
CRD#: 6528724
19 Northbrook Drive, Falmouth, ME 04105

Mark Rich (CRD# 6528724) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has 1 year of experience in the finance industry. Mark Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Elizabeth A. Williams
CRD#: 6971978
19 Northbrook Drive, Falmouth, ME 04105

Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.

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