Becky Walsh
Oak Maple Finance, LLC · Burlington, Vermont
Becky Walsh is a fee-only financial advisor at Oak Maple Finance, LLC in Burlington, Vermont, who holds the CFP and CAP credentials. Oak Maple Finance, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oak Maple Finance, LLC |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.5M across 186 accounts |
| Credentials | CFP · CAP |
| SEC registration | Investment adviser representative in NY, VT · CRD 5462343 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | oakmaple.com |
| Profile |
How Becky's firm compares
- Oak Maple Finance, LLC's average account is about $498,000, from its Form ADV (assets managed divided by 186 accounts).
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Questions about Becky
Is Becky Walsh a fee-only financial advisor?
Yes. Becky Walsh is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Becky's firm.
How does Becky charge for financial advice?
Becky's firm, Oak Maple Finance, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Becky Walsh based?
Becky Walsh is based in Burlington, Vermont.
What credentials does Becky Walsh hold?
Becky Walsh holds the CFP and CAP credentials.
Is Becky Walsh registered with the SEC?
Yes. Becky Walsh is registered as an investment adviser representative in NY and VT (CRD 5462343), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Oak Maple Finance, LLC manage?
Oak Maple Finance, LLC reports $92.5M across 186 accounts in assets under management.
How do I contact Becky Walsh?
Through Becky's website, oakmaple.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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