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Advisor

Sarah Cocina

Hanson+Doremus · Burlington, Vermont

Sarah Cocina is a fee-only financial advisor at Hanson+Doremus in Burlington, Vermont. Sarah charges a percentage of assets (0.85% a year on the first tier of assets managed and a $1,000,000 asset minimum).

Percentage of assets Fee-only

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Facts

FirmHanson+Doremus
Based in Burlington, Vermont
Fee modelPercentage of assets
Fees (firm's website)0.85% a year on the first tier of assets managed · A $1,000,000 asset minimum
Accepting new clientsYes
Assets under management$1.06B across 1,557 accounts
SEC registration Investment adviser representative in VT · CRD 7718659
Exams passedSeries 65 (2023)
Firm size14 employees
Disclosures None reported
Websitewww.hansondoremus.com

How Sarah's firm compares

  • Hanson+Doremus's average account is about $681,000, from its Form ADV (assets managed divided by 1,557 accounts).

What fee-only advisors charge

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Questions about Sarah

Is Sarah Cocina a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Hanson+Doremus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Sarah charge for financial advice?

Sarah charges a percentage of assets.

How much does Sarah charge?

According to Hanson+Doremus's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; a $1,000,000 asset minimum.

Where is Sarah Cocina based?

Sarah Cocina is based in Burlington, Vermont.

Is Sarah Cocina registered with the SEC?

Yes. Sarah Cocina is registered as an investment adviser representative in VT (CRD 7718659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Hanson+Doremus manage?

Hanson+Doremus reports $1.06B across 1,557 accounts in assets under management.

How do I contact Sarah Cocina?

Through Sarah's website, www.hansondoremus.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
  • Hanson+Doremus website : specialties, clients served, and fees, checked October 30, 2026
  • 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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