Matthew Little
Mascoma Wealth Management · Burlington, Vermont
Matthew Little is a fee-only financial advisor at Mascoma Wealth Management in Burlington, Vermont. Matthew focuses on retirement planning, tax planning and estate & legacy planning. Mascoma Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Matthew →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mascoma Wealth Management |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $567.8M across 1,185 accounts |
| SEC registration | Investment adviser representative in VT · CRD 7934191 |
| Exams passed | Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mascoma.bank/investing/mascoma-wealth-management |
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew 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 Matthew
Is Matthew Little a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Mascoma Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Little based?
Matthew Little is based in Burlington, Vermont.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and sustainable & impact investing. Matthew works with ultra high net worth.
Is Matthew Little registered with the SEC?
Yes. Matthew Little is registered as an investment adviser representative in VT (CRD 7934191), 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 Matthew Little?
Through Matthew's website, mascoma.bank/investing/mascoma-wealth-management.
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
- Mascoma Wealth Management 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.