# Eileen McCaffrey

> Eileen McCaffrey is a fee-only financial advisor at Marble Trail Financial in Middlebury, Vermont, who holds the CFP credential. Eileen focuses on tax planning and small business owners. Marble Trail Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eileen-mccaffrey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Marble Trail Financial
- **Based in:** Middlebury, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $582.7M across 1,446 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **CRD:** 7492044 (https://adviserinfo.sec.gov/individual/summary/7492044)
- **SEC registration:** Investment adviser representative in ME, VT
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.marbletrail.com

## Frequently asked questions

### Is Eileen McCaffrey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eileen 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 Eileen charge for financial advice?

Eileen's firm, Marble Trail Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eileen McCaffrey based?

Eileen McCaffrey is based in Middlebury, Vermont.

### What does Eileen specialize in?

Eileen's specialties include tax planning and small business owners.

### What credentials does Eileen McCaffrey hold?

Eileen McCaffrey holds the CFP credential.

### Is Eileen McCaffrey registered with the SEC?

Yes. Eileen McCaffrey is registered as an investment adviser representative in ME and VT (CRD 7492044), 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 Eileen McCaffrey?

Through Eileen's website, www.marbletrail.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7492044): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.marbletrail.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.