kith
Four advisors · Portland, Maine
Four advisors.
Ask for
Mara
by name.
A fee-only wealth practice in Portland, Maine. One advisor for your whole plan, a direct line to reach them, and a flat fee in writing.
186
Households
9.4
Years, average client
94%
Calls answered by a person
$0
In commissions, ever
(01) The team
The same person, every year.
When you hire Kith, you hire one of these four advisors. They build your plan, run your review every year and pick up when you call. Rosa keeps the paperwork moving so they can.
Everyone, in more detail →
(02) Who to call
A real answer, today.
Save these. Every number goes straight to a person’s desk.
Not a client yet? Call the main line, (555) 014-2012. You’ll speak to an advisor, not a salesperson.
(03) What we do
One plan. Five things in it.
No commissions · No products · Fee agreed in writing before any work
(05) How it starts
Thirty days from first call to a written plan.
Day 0
First call
Twenty minutes with the advisor you'd actually work with. No salesperson, nothing to sign.
Day 3
Document list
Rosa sends a short checklist and a secure upload link. Nothing travels by email.
Day 10
Fee in writing
Scope and fee on one page, before any work starts.
Day 30
Your plan
Walked through line by line, then reviewed with the same person every year.
What happens after that →
(06) Clients say
In their words. Not ours.
“
I've called Mara maybe forty times in eight years. She has picked up thirty-nine of them.
Ellen T., retired teacher
Client of Mara's since 2017
“
June walked us through selling the shop over two years, not two weeks. We still have Sunday dinners on the same budget.
Paul & Nadia R.
Clients of June's since 2019
“
I got a letter from the IRS on a Friday. Sam had it answered by Tuesday.
Chris M.
Client of Sam's since 2021
Testimonials from current clients, not paid. Their experience may not be representative of yours and is no guarantee of future results.
(07) Already a client?
Everything you came for, in one place.
Your accounts, your documents, your review and every form, one click away. Nothing here asks for a password.
(08) Questions
Questions, answered plainly.
Do you have an account minimum?
+
Are you a fiduciary?
+
Who holds my money?
+
What if my advisor leaves or retires?
+
Do you work with clients outside Maine?
+
How fast do you reply?
+
(09) Visit
Come up to the second floor.
18 Wharf Lane, Portland, ME 04101. Coffee’s on; parking’s on Commercial Street.
Mon–Fri
08:00–18:00
Sat–Sun
Closed
