Priscilla Gilbert
CenterPoint Financial, Inc. · Montpelier, Vermont
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.
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Specialties
Facts
| Firm | CenterPoint Financial, Inc. |
|---|---|
| Based in | Montpelier, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.4M across 554 accounts |
| Credentials | BA · CFP |
| SEC registration | Investment adviser representative · CRD 4185541 |
| Exams passed | Series 66 (2000) · Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | centerpoint-financial.com |
| Profile |
How Priscilla's firm compares
- CenterPoint Financial, Inc.'s average account is about $266,000, from its Form ADV (assets managed divided by 554 accounts).
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Questions about Priscilla
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- CenterPoint Financial, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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