# Joplin Wallace

> Joplin Wallace is a fee-only financial advisor at Mascoma Wealth Management in Burlington, Vermont. Joplin focuses on retirement planning, tax planning and estate & legacy planning. Mascoma Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Mascoma Wealth Management
- **Based in:** Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $567.8M across 1,185 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer, Sustainable & impact investing
- **Works with:** Ultra high net worth
- **CRD:** 8071671 (https://adviserinfo.sec.gov/individual/summary/8071671)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 65 (2025)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://mascoma.bank/investing/mascoma-wealth-management/

## Frequently asked questions

### Is Joplin Wallace a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joplin holds no broker registration, and Mascoma Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joplin charge for financial advice?

Joplin's firm, Mascoma Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joplin Wallace based?

Joplin Wallace is based in Burlington, Vermont.

### What does Joplin specialize in?

Joplin's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and sustainable & impact investing. Joplin works with ultra high net worth.

### Is Joplin Wallace registered with the SEC?

Yes. Joplin Wallace is registered as an investment adviser representative in VT (CRD 8071671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mascoma Wealth Management manage?

Mascoma Wealth Management reports $567.8M across 1,185 accounts in assets under management.

### How do I contact Joplin Wallace?

Through Joplin's website, mascoma.bank/investing/mascoma-wealth-management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8071671): 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://mascoma.bank/wealth-management/mascoma-wealth-management-llc/): 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.