Craig Joncas is a CFP-designated registered investment advisor at Penobscot Financial Advisors, based in Portland, ME, with 16 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Millennials & Gen Z, and 1 more. Their firm serves 796 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Transaction fees are included in the overall fee. Minimum annual fee ranging from $4,800-$7,200 based on household assets, excluding primary residence and complexity.
Fee Estimator
Contact
Craig Joncas
Location
One Monument Square, Suite 501, Portland, ME, 04101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is a member (50%) of Joncas Properties, LLC, managing books/finances and doing occasional work at the building, spending minimal time. He is also a 51% owner of TWD Properties, LLC, a commercial property in Bangor, ME.
Employment History
Current Registrations
Penobscot Financial Advisors
Previous Registrations
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi. I am Craig Joncas, a Certified Financial Planner™ (CFP®) who believes that EVERYONE deserves access to quality financial advice. With the help of my team at Penobscot Financial Advisors, I provide comprehensive Financial Planning and Asset Management services to individuals and families regardless of their income, assets or financial standing. I strive to develop long-term relationships with my clients, by acting as more than just their trusted advisor, but also as an educator, friend, and partner in their financial success.