Bryan Belisle
B.W. Belisle Planning & Strategy Company · South Burlington, Vermont
Bryan Belisle is a fee-only financial advisor at B.W. Belisle Planning & Strategy Company in South Burlington, Vermont. B.W. Belisle Planning & Strategy Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | B.W. Belisle Planning & Strategy Company |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.6M across 30 accounts |
| SEC registration | Investment adviser representative in VT · CRD 4232331 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Bryan's firm compares
- B.W. Belisle Planning & Strategy Company's average account is about $552,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Bryan
Is Bryan Belisle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and B.W. Belisle Planning & Strategy Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, B.W. Belisle Planning & Strategy Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Belisle based?
Bryan Belisle is based in South Burlington, Vermont.
Is Bryan Belisle registered with the SEC?
Yes. Bryan Belisle is registered as an investment adviser representative in VT (CRD 4232331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does B.W. Belisle Planning & Strategy Company manage?
B.W. Belisle Planning & Strategy Company reports $16.6M across 30 accounts in assets under management.
How do I contact Bryan Belisle?
Contact details aren't on file yet. Search for B.W. Belisle Planning & Strategy Company.
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
- 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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