Steven Morneau
Greenhill Financial Partners · Rutland, Vermont
Steven Morneau is a fee-only financial advisor at Greenhill Financial Partners in Rutland, Vermont. Steven charges an ongoing planning fee and a one-time planning fee and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Facts
| Firm | Greenhill Financial Partners |
|---|---|
| Based in | Rutland, Vermont |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $27.1M across 301 accounts |
| SEC registration | Investment adviser representative in VT · CRD 5602073 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greenhillfp.com |
| Profile |
How Steven's firm compares
- Greenhill Financial Partners's average account is about $90,000, from its Form ADV (assets managed divided by 301 accounts).
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Questions about Steven
Is Steven Morneau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Greenhill Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges an ongoing planning fee and a one-time planning fee.
Does Steven work with clients virtually?
Yes. Greenhill Financial Partners says on its website that it works with clients remotely.
Where is Steven Morneau based?
Steven Morneau is based in Rutland, Vermont.
What does Steven specialize in?
Steven's specialties include retirement planning, estate & legacy planning and divorce financial planning.
Is Steven Morneau registered with the SEC?
Yes. Steven Morneau is registered as an investment adviser representative in VT (CRD 5602073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenhill Financial Partners manage?
Greenhill Financial Partners reports $27.1M across 301 accounts in assets under management.
How do I contact Steven Morneau?
Through Steven's website, www.greenhillfp.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
- Greenhill Financial Partners 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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