Dennis Voigt
DWV Advisors · Essex Junction, Vermont
Dennis Voigt is a fee-only financial advisor at DWV Advisors in Essex Junction, Vermont, who holds the PFS credential. Dennis charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Dennis →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | DWV Advisors |
|---|---|
| Based in | Essex Junction, Vermont |
| Fee model | Ongoing planning fee |
| Assets under management | $156.6M across 55 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in VT · CRD 5813766 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dwvadvisors.com |
| Profile |
How Dennis's firm compares
- DWV Advisors's average account is about $2.8 million, from its Form ADV (assets managed divided by 55 accounts).
Request an introduction to Dennis
Tell Dennis a little about what you're looking for. Dennis 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 Dennis
Is Dennis Voigt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and DWV Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges an ongoing planning fee.
Where is Dennis Voigt based?
Dennis Voigt is based in Essex Junction, Vermont.
What does Dennis specialize in?
Dennis's specialties include retirement planning, tax planning and estate & legacy planning. Dennis works with retirees and pre-retirees.
What credentials does Dennis Voigt hold?
Dennis Voigt holds the PFS credential.
Is Dennis Voigt registered with the SEC?
Yes. Dennis Voigt is registered as an investment adviser representative in VT (CRD 5813766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DWV Advisors manage?
DWV Advisors reports $156.6M across 55 accounts in assets under management.
How do I contact Dennis Voigt?
Through Dennis's website, dwvadvisors.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
- DWV Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.