Caroline Russell
One DAY in July · Burlington, Vermont
Caroline Russell is a fee-only financial advisor at One DAY in July in Burlington, Vermont. One DAY in July reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Caroline →
Facts
| Firm | One DAY in July |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.36B across 4,011 accounts |
| SEC registration | Investment adviser representative in VT · CRD 7953639 |
| Exams passed | Series 65 (2024) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.eventbrite.com/o/one-day-in-july-34301369503 |
How Caroline's firm compares
- One DAY in July's average account is about $340,000, from its Form ADV (assets managed divided by 4,011 accounts).
Request an introduction to Caroline
Tell Caroline a little about what you're looking for. Caroline isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Caroline
Is Caroline Russell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and One DAY in July reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, One DAY in July, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Caroline Russell based?
Caroline Russell is based in Burlington, Vermont.
Is Caroline Russell registered with the SEC?
Yes. Caroline Russell is registered as an investment adviser representative in VT (CRD 7953639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One DAY in July manage?
One DAY in July reports $1.36B across 4,011 accounts in assets under management.
How do I contact Caroline Russell?
Through Caroline's website, www.eventbrite.com/o/one-day-in-july-34301369503.
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.
See something wrong? Request a correction. Read our methodology.