# Priscilla Gilbert

> Priscilla Gilbert is a fee-only financial advisor at CenterPoint Financial, Inc. in Montpelier, Vermont, who holds the BA and CFP credentials. Priscilla focuses on sustainable & impact investing and small business owners. CenterPoint Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/priscilla-gilbert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** CenterPoint Financial, Inc.
- **Based in:** Montpelier, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $147.4M across 554 accounts
- **Credentials:** BA, CFP
- **Specialties:** Sustainable & impact investing, Small business owners
- **CRD:** 4185541 (https://adviserinfo.sec.gov/individual/summary/4185541)
- **SEC registration:** Investment adviser representative
- **Exams passed:** Series 66 (2000), Series 65 (2010)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://centerpoint-financial.com

## Frequently asked questions

### Is Priscilla Gilbert a fee-only financial advisor?

Yes. Priscilla Gilbert is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Priscilla's firm.

### How does Priscilla charge for financial advice?

Priscilla's firm, CenterPoint Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Priscilla Gilbert based?

Priscilla Gilbert is based in Montpelier, Vermont.

### What does Priscilla specialize in?

Priscilla's specialties include sustainable & impact investing and small business owners.

### What credentials does Priscilla Gilbert hold?

Priscilla Gilbert holds the BA and CFP credentials.

### Is Priscilla Gilbert registered with the SEC?

Yes. Priscilla Gilbert is registered as an investment adviser representative (CRD 4185541), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does CenterPoint Financial, Inc. manage?

CenterPoint Financial, Inc. reports $147.4M across 554 accounts in assets under management.

### How do I contact Priscilla Gilbert?

Through Priscilla's website, centerpoint-financial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1286): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://centerpoint-financial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.