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.

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.

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.

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.

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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