Deborah Maher
Otto & Associates · Norwich, Vermont
Deborah Maher is a fee-only financial advisor at Otto & Associates in Norwich, Vermont, who holds the CFP credential. Otto & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Otto & Associates |
|---|---|
| Based in | Norwich, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $286.6M across 629 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, NH, NY, TX, VT · CRD 7429053 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ottoandassociates.com |
How Deborah's firm compares
- Otto & Associates's average account is about $456,000, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Deborah
Is Deborah Maher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deborah holds no broker registration, and Otto & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Deborah charge for financial advice?
Deborah's firm, Otto & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Deborah Maher based?
Deborah Maher is based in Norwich, Vermont.
What credentials does Deborah Maher hold?
Deborah Maher holds the CFP credential.
Is Deborah Maher registered with the SEC?
Yes. Deborah Maher is registered as an investment adviser representative in NC, NH, NY, TX and VT (CRD 7429053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Otto & Associates manage?
Otto & Associates reports $286.6M across 629 accounts in assets under management.
How do I contact Deborah Maher?
Through Deborah's website, www.ottoandassociates.com.
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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