Breanna Sykes
Copper Leaf Financial, LLC · Rutland, Vermont
Breanna Sykes is a fee-only financial advisor at Copper Leaf Financial, LLC in Rutland, Vermont, who holds the CFP and CPA/PFS credentials.
- $3,000
- One-time plan, from
- $220M
- Firm assets managed
- $398,000
- Firm's average account
- 2018
- First securities exam
What Breanna focuses on
How does Breanna's firm compare?
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A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
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Copper Leaf Financial, LLC's average account is about $398,000, from its Form ADV (assets managed divided by 552 accounts).
Questions about Breanna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $219.6M across 552 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in VT · CRD 6682801 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | copperleaffinancial.com |
| Profile |
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Other fee-only advisors in Vermont
Other advisors in Vermont who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Copper Leaf Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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