# Breanna Sykes

> Breanna Sykes is a fee-only financial advisor at Copper Leaf Financial, LLC in Rutland, Vermont, who holds the CFP and CPA/PFS credentials. Breanna charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $3,000 and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/breanna-sykes/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Copper Leaf Financial, LLC
- **Based in:** Rutland, Vermont
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $3,000; 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $219.6M across 552 accounts
- **Credentials:** CFP, CPA/PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Sustainable & impact investing, Small business owners
- **CRD:** 6682801 (https://adviserinfo.sec.gov/individual/summary/6682801)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://copperleaffinancial.com

## Frequently asked questions

### Is Breanna Sykes a fee-only financial advisor?

Yes. Breanna Sykes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Breanna's firm.

### How does Breanna Sykes charge for financial advice?

Breanna Sykes charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Breanna Sykes charge?

According to Copper Leaf Financial, LLC's website, checked October 28, 2026: one-time plans from $3,000; 1.25% a year on the first tier of assets managed.

### Does Breanna Sykes work with clients virtually?

Yes. Copper Leaf Financial, LLC says on its website that it works with clients remotely.

### Where is Breanna Sykes based?

Breanna Sykes is based in Rutland, Vermont.

### What does Breanna Sykes specialize in?

Breanna Sykes's specialties include retirement planning, estate & legacy planning, sustainable & impact investing and small business owners.

### What credentials does Breanna Sykes hold?

Breanna Sykes holds the CFP and CPA/PFS credentials.

### Is Breanna Sykes registered with the SEC?

Yes. Breanna Sykes is registered as an investment adviser representative in VT (CRD 6682801), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Copper Leaf Financial, LLC manage?

Copper Leaf Financial, LLC reports $219.6M across 552 accounts in assets under management.

### How do I contact Breanna Sykes?

Through Breanna Sykes's website, copperleaffinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39428): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://copperleaffinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.