Anne Doremus
Hanson+Doremus · Burlington, Vermont
Anne Doremus is a fee-only financial advisor at Hanson+Doremus in Burlington, Vermont, who holds the CFA credential. Anne charges a percentage of assets (0.85% a year on the first tier of assets managed and a $1,000,000 asset minimum).
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Facts
| Firm | Hanson+Doremus |
|---|---|
| Based in | Burlington, Vermont |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 1,557 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VT · CRD 2266814 |
| Exams passed | Series 65 (1992) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.hansondoremus.com |
How Anne's firm compares
- Hanson+Doremus's average account is about $681,000, from its Form ADV (assets managed divided by 1,557 accounts).
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Questions about Anne
Is Anne Doremus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Hanson+Doremus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne charges a percentage of assets.
How much does Anne charge?
According to Hanson+Doremus's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Anne Doremus based?
Anne Doremus is based in Burlington, Vermont.
What credentials does Anne Doremus hold?
Anne Doremus holds the CFA credential.
Is Anne Doremus registered with the SEC?
Yes. Anne Doremus is registered as an investment adviser representative in VT (CRD 2266814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hanson+Doremus manage?
Hanson+Doremus reports $1.06B across 1,557 accounts in assets under management.
How do I contact Anne Doremus?
Through Anne's website, www.hansondoremus.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hanson+Doremus website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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