Nancy Westbrook
One DAY in July · Burlington, Vermont
Nancy Westbrook is a fee-only financial advisor at One DAY in July in Burlington, Vermont. One DAY in July reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | One DAY in July |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.36B across 4,011 accounts |
| SEC registration | Investment adviser representative in NH, VT · CRD 7262929 |
| Exams passed | Series 65 (2020) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.eventbrite.com/o/one-day-in-july-34301369503 |
How Nancy's firm compares
- One DAY in July's average account is about $340,000, from its Form ADV (assets managed divided by 4,011 accounts).
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Questions about Nancy
Is Nancy Westbrook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and One DAY in July reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, One DAY in July, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nancy Westbrook based?
Nancy Westbrook is based in Burlington, Vermont.
Is Nancy Westbrook registered with the SEC?
Yes. Nancy Westbrook is registered as an investment adviser representative in NH and VT (CRD 7262929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One DAY in July manage?
One DAY in July reports $1.36B across 4,011 accounts in assets under management.
How do I contact Nancy Westbrook?
Through Nancy's website, www.eventbrite.com/o/one-day-in-july-34301369503.
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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