Eileen McCaffrey
Marble Trail Financial · Middlebury, Vermont
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.
Request an introduction to Eileen →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, VT · CRD 7492044 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.marbletrail.com |
How Eileen's firm compares
- Marble Trail Financial's average account is about $403,000, from its Form ADV (assets managed divided by 1,446 accounts).
Request an introduction to Eileen
Tell Eileen a little about what you're looking for. Eileen 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 Eileen
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.
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.
See something wrong? Request a correction. Read our methodology.