# Choice Wealth Advisors

Choice Wealth Advisors is a Bank / Wealth / Trust based in Waterville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waterville, United States
- **Region:** North America
- **Address:** Waterville, ME, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** choicewealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/choice-wealth-advisors

## Regulatory record

- **CRD number:** 297745
- **SEC file number:** 801-113869
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297745

## About

Founded in 2006 in Waterville, Maine, Choice Wealth Advisors established itself as a local fiduciary providing retirement planning, portfolio management, and investment advisory services. The firm serves a client base of individuals, high-net-worth families, and small businesses, positioning itself as an alternative to the large brokerage firms operating nationally. While specific asset allocations are not publicly detailed, a firm of this profile typically operates across equities, fixed income, and mutual fund or ETF structures. The geographic focus is concentrated in central Maine, serving the Waterville and greater Kennebec County region. Choice Wealth Advisors functions as a small-scale operator in the registered investment adviser space. The firm's public footprint is minimal — it does not maintain a visible LinkedIn presence and has not been the subject of industry publication profiles — consistent with a practice built on local referrals rather than national marketing. As a locally rooted advisory practice, Choice Wealth Advisors' structural differentiator is not a unique asset-sourcing model or proprietary investment strategy, but its independence. Operating as an RIA rather than a broker-dealer, the firm is held to a fiduciary standard, legally obligated to put client interests ahead of product commissions. This regulatory posture creates a different incentive alignment than the suitability standard governing many national competitors. The firm's longevity — approaching two decades under consistent local ownership — provides a depth of community relationship that a rotating roster of bank-advisor hires cannot replicate.

## Questions

### Is Choice Wealth Advisors operating as a fiduciary?

Yes, as a registered investment adviser (RIA), Choice Wealth Advisors is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to act in its clients' best interests, distinguishing it from broker-dealers who operate under a suitability standard that permits conflicts of interest when products are deemed suitable. The firm's RIA registration can be verified via the SEC's Investment Adviser Public Disclosure database.

### What types of clients does Choice Wealth Advisors serve?

The firm advises a mix of individual clients, high-net-worth individuals, and small businesses. Its service model is built around retirement planning, portfolio management, and general investment advice, tailored to a local clientele in central Maine rather than a national or institutional audience.

### Does Choice Wealth Advisors have any disclosed disciplinary history?

No public record of regulatory actions or disciplinary events is readily identifiable for Choice Wealth Advisors. As a registered investment adviser, its Form ADV filings — which disclose disciplinary history, conflicts of interest, and fee schedules — are publicly available through the SEC.

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Last updated: 2026-08-11T02:43:31.692Z

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