Megan Mandigo
Silver Birch Financial · Middlebury, Vermont
Megan Mandigo is a fee-only financial advisor at Silver Birch Financial in Middlebury, Vermont. Megan focuses on tax planning and estate & legacy planning. Silver Birch Financial reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Megan →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Silver Birch Financial |
|---|---|
| Based in | Middlebury, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $399.5M across 949 accounts |
| SEC registration | Investment adviser representative in TX, VT · CRD 7586904 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.silverbirchfinancial.com |
How Megan's firm compares
- Silver Birch Financial's average account is about $421,000, from its Form ADV (assets managed divided by 949 accounts).
Request an introduction to Megan
Tell Megan a little about what you're looking for. Megan 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 Megan
Is Megan Mandigo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Silver Birch Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan's firm, Silver Birch Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Megan Mandigo based?
Megan Mandigo is based in Middlebury, Vermont.
What does Megan specialize in?
Megan's specialties include tax planning and estate & legacy planning. Megan works with multi-generational families.
Is Megan Mandigo registered with the SEC?
Yes. Megan Mandigo is registered as an investment adviser representative in TX and VT (CRD 7586904), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silver Birch Financial manage?
Silver Birch Financial reports $399.5M across 949 accounts in assets under management.
How do I contact Megan Mandigo?
Through Megan's website, www.silverbirchfinancial.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
- Silver Birch 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.