Stephen Boyce
Marble Trail Financial · Middlebury, Vermont
Stephen Boyce is a fee-only financial advisor at Marble Trail Financial in Middlebury, Vermont. Stephen focuses on tax planning and small business owners. Marble Trail Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Marble Trail Financial |
|---|---|
| Based in | Middlebury, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $582.7M across 1,446 accounts |
| SEC registration | Investment adviser representative in VT · CRD 8167177 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.marbletrail.com |
How Stephen's firm compares
- Marble Trail Financial's average account is about $403,000, from its Form ADV (assets managed divided by 1,446 accounts).
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Questions about Stephen
Is Stephen Boyce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Marble Trail Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Marble Trail Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Boyce based?
Stephen Boyce is based in Middlebury, Vermont.
What does Stephen specialize in?
Stephen's specialties include tax planning and small business owners.
Is Stephen Boyce registered with the SEC?
Yes. Stephen Boyce is registered as an investment adviser representative in VT (CRD 8167177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marble Trail Financial manage?
Marble Trail Financial reports $582.7M across 1,446 accounts in assets under management.
How do I contact Stephen Boyce?
Through Stephen's website, www.marbletrail.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
- Marble Trail Financial 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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