Todd Wulfson
Rock Point Advisors · Burlington, Vermont
Todd Wulfson is a fee-only financial advisor at Rock Point Advisors in Burlington, Vermont, who holds the CFA credential. Rock Point Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rock Point Advisors |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $655.7M across 493 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX, VT · CRD 2837408 |
| Exams passed | Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rockpointadvisors.com |
How Todd's firm compares
- Rock Point Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Todd
Is Todd Wulfson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Rock Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Rock Point Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Todd Wulfson based?
Todd Wulfson is based in Burlington, Vermont.
What credentials does Todd Wulfson hold?
Todd Wulfson holds the CFA credential.
Is Todd Wulfson registered with the SEC?
Yes. Todd Wulfson is registered as an investment adviser representative in LA, TX and VT (CRD 2837408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rock Point Advisors manage?
Rock Point Advisors reports $655.7M across 493 accounts in assets under management.
How do I contact Todd Wulfson?
Through Todd's website, www.rockpointadvisors.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
- 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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