Meredith Phippen
Williams Financial · North Bennington, Vermont
Meredith Phippen is a fee-only financial advisor at Williams Financial in North Bennington, Vermont. Williams Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Williams Financial |
|---|---|
| Based in | North Bennington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.9M across 837 accounts |
| SEC registration | Investment adviser representative in VT · CRD 7853740 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.williamsfinancial.net |
How Meredith's firm compares
- Williams Financial's average account is about $251,000, from its Form ADV (assets managed divided by 837 accounts).
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Questions about Meredith
Is Meredith Phippen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meredith holds no broker registration, and Williams Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meredith charge for financial advice?
Meredith's firm, Williams Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Meredith Phippen based?
Meredith Phippen is based in North Bennington, Vermont.
Is Meredith Phippen registered with the SEC?
Yes. Meredith Phippen is registered as an investment adviser representative in VT (CRD 7853740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Williams Financial manage?
Williams Financial reports $209.9M across 837 accounts in assets under management.
How do I contact Meredith Phippen?
Through Meredith's website, www.williamsfinancial.net.
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
- 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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