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Advisor

Michael Huffman

Rock Point Advisors · Burlington, Vermont

Michael Huffman is a fee-only financial advisor at Rock Point Advisors in Burlington, Vermont, who holds the CFA credential. Rock Point Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmRock Point Advisors
Based in Burlington, Vermont
Fee model (firm's Form ADV)Percentage of assets
Assets under management$655.7M across 493 accounts
CredentialsCFA
SEC registration Investment adviser representative in LA, TX, VT · CRD 1367117
Firm size9 employees
Disclosures None reported
Websitewww.rockpointadvisors.com

How Michael's firm compares

  • Rock Point Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 493 accounts).

What fee-only advisors charge

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Questions about Michael

Is Michael Huffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Rock Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

Michael's firm, Rock Point Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Michael Huffman based?

Michael Huffman is based in Burlington, Vermont.

What credentials does Michael Huffman hold?

Michael Huffman holds the CFA credential.

Is Michael Huffman registered with the SEC?

Yes. Michael Huffman is registered as an investment adviser representative in LA, TX and VT (CRD 1367117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Rock Point Advisors manage?

Rock Point Advisors reports $655.7M across 493 accounts in assets under management.

How do I contact Michael Huffman?

Through Michael's website, www.rockpointadvisors.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
  • 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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