Joshua Graham
Westview Investment Advisors · Burlington, Vermont
Joshua Graham is a fee-only financial advisor at Westview Investment Advisors in Burlington, Vermont, who holds the CFA credential. Joshua focuses on retirement planning, estate & legacy planning and family wealth transfer. Westview Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Westview Investment Advisors |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $228.6M across 476 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VT · CRD 8092631 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.westviewinvest.com |
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Questions about Joshua
Is Joshua Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Westview Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Westview Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Graham based?
Joshua Graham is based in Burlington, Vermont.
What does Joshua specialize in?
Joshua's specialties include retirement planning, estate & legacy planning and family wealth transfer. Joshua works with multi-generational families.
What credentials does Joshua Graham hold?
Joshua Graham holds the CFA credential.
Is Joshua Graham registered with the SEC?
Yes. Joshua Graham is registered as an investment adviser representative in VT (CRD 8092631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westview Investment Advisors manage?
Westview Investment Advisors reports $228.6M across 476 accounts in assets under management.
How do I contact Joshua Graham?
Through Joshua's website, www.westviewinvest.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
- Westview Investment 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.
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