Donald Devost
Marble Trail Financial · Middlebury, Vermont
Donald Devost is a fee-only financial advisor at Marble Trail Financial in Middlebury, Vermont. Donald focuses on tax planning and small business owners. Marble Trail Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Marble Trail Financial |
|---|---|
| Based in | Middlebury, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $582.7M across 1,446 accounts |
| SEC registration | Investment adviser representative in NH, VT · CRD 5831328 |
| Exams passed | Series 65 (2010) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.marbletrail.com |
| Profile |
How Donald's firm compares
- Marble Trail Financial's average account is about $403,000, from its Form ADV (assets managed divided by 1,446 accounts).
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Questions about Donald
Is Donald Devost a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Marble Trail Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Marble Trail Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Devost based?
Donald Devost is based in Middlebury, Vermont.
What does Donald specialize in?
Donald's specialties include tax planning and small business owners.
Is Donald Devost registered with the SEC?
Yes. Donald Devost is registered as an investment adviser representative in NH and VT (CRD 5831328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marble Trail Financial manage?
Marble Trail Financial reports $582.7M across 1,446 accounts in assets under management.
How do I contact Donald Devost?
Through Donald's website, www.marbletrail.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
- Marble Trail Financial 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.
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