CFP financial advisors in Vermont
How do I find fee-only advisors who hold the CFP in Vermont?
In Vermont, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Elisabeth Ford of Hanson+Doremus, Malissa Marshall of Soaring Wealth LLC and Breanna Sykes of Copper Leaf Financial, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Elisabeth Ford Hanson+Doremus, Burlington Holds the CFP and CFA. Fees on file: percentage of assets.
- Malissa Marshall Soaring Wealth LLC, Bristol Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Breanna Sykes Copper Leaf Financial, LLC, Rutland Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Timothy Humphrey Rock Point Advisors, Burlington Holds the CFP and CFA. Fees on file: percentage of assets.
- Jamie Milne Milne Financial Planning, Inc., Winooski Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jody White Farrow Financial, South Burlington Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 38
- Firms
- 24
- Cities
- 15
- Hold the CFP
- 100%
- Other credentials: CFA 16% · CPA 5% · EA 3%
- How they charge (of 38 with fees on file): percentage of assets 100% · hourly 58% · fixed fees 55% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Vermont are there?
The Wellspent public graph lists 38 fee-only advisors who hold the CFP in Vermont, at 24 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Vermont located?
Of the 38 fee-only advisors who hold the CFP in Vermont, 11 are in Burlington, followed by 7 in South Burlington and 4 in Williston.
How do fee-only advisors who hold the CFP in Vermont charge?
All 38 fee-only advisors who hold the CFP in Vermont with fees on file charge a percentage of assets. Many use more than one: 58% charge by the hour and 55% charge fixed fees.
How many fee-only advisors who hold the CFP in Vermont hold the CFP?
100% of the 38 fee-only advisors who hold the CFP in Vermont hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Vermont?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP in Vermont?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 38 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Breanna Sykes | Copper Leaf Financial, LLC | Rutland | CFP, CPA/PFS | Percentage of assets, One-time planning fee |
| Priscilla Gilbert | CenterPoint Financial, Inc. | Montpelier | BA, CFP | Percentage of assets, Hourly |
| Susan Goodell | Otto & Associates, Inc. | Norwich | BA, CFP, M.Ed. | Percentage of assets, Hourly |
| Rene Pochop | Pochop Financial Management | South Burlington | CFP | Percentage of assets |
| Jonathan Landry | 44 North Capital | Burlington | CFP | Percentage of assets |
| Bartholomew Earley | Manchester Capital Management | Manchester | CFP, CFA | Percentage of assets, Fixed fees |
| Griffin Sivret | Manchester Capital Management | Manchester | CFP | Percentage of assets, Fixed fees |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Henry Preston | Veteran Wealth Planning | Ferrisburgh | CFP | Percentage of assets, Ongoing planning fee |
| Alexander Watson | Hanson+Doremus | Burlington | CFP, CFA | Percentage of assets |
| Arthur Wright | Hanson+Doremus | Burlington | CFP | Percentage of assets |
| Eileen McCaffrey | Marble Trail Financial | Middlebury | CFP | Percentage of assets, Fixed fees |
| Elisabeth Ford | Hanson+Doremus | Burlington | CFP, CFA | Percentage of assets |
| Eric Eklof | Hanson+Doremus | Burlington | CFP | Percentage of assets |
| Evan Pemberton | Hanson+Doremus | Burlington | CFP, CFA | Percentage of assets |
| Jody White | Farrow Financial | South Burlington | CFP, CFA | Percentage of assets, Hourly |
| William Walsh | Quantum Leap Capital | South Burlington | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Diebold | Broadlake Financial Management | S Burlington | CFP | Percentage of assets |
| Becky Walsh | Oak Maple Finance, LLC | Burlington | CFP, CAP | Percentage of assets, Hourly |
| Corrie Parker | Oak Maple Finance, LLC | Burlington | CFP | Percentage of assets, Hourly |
| Jamie Milne | Milne Financial Planning, Inc. | Winooski | BS, CDFA, CFP, MBA | Percentage of assets, Hourly |
| Bret Hodgdon | Copper Leaf Financial | Williston | CFP | Percentage of assets, Hourly |
| Courtney Calotta | Donalies Financial Planning | Chester | CFP | Percentage of assets, Hourly |
| Daryl Spirka | Williams Financial | North Bennington | CFP | Percentage of assets, Hourly |
| David Otto | Otto & Associates | Norwich | CFP | Percentage of assets, Hourly |
| Deborah Maher | Otto & Associates | Norwich | CFP | Percentage of assets, Hourly |
| Jacquelyn Thibeault | Copper Leaf Financial | Williston | CFP | Percentage of assets, Hourly |
| John Davis | Copper Leaf Financial | Williston | CFP | Percentage of assets, Hourly |
| Jonathan Smith | Pathway Financial Advisors | South Burlington | CFP | Percentage of assets, Hourly |
| Jordan MacDougall | Pathway Financial Advisors | South Burlington | CFP | Percentage of assets, Hourly |
| Mary Beth Brigham | Pathway Financial Advisors | South Burlington | CFP | Percentage of assets, Hourly |
| Ryan Bergmann | Silverlake Wealth Management | Williston | CFP | Percentage of assets, Hourly |
| Scott Beaudin | Pathway Financial Advisors | South Burlington | CFP, PFS | Percentage of assets, Hourly |
| Timothy Humphrey | Rock Point Advisors | Burlington | CFP, CFA | Percentage of assets |
| Tyler Cinelli | Williams Financial | North Bennington | CFP | Percentage of assets, Hourly |
| Tyson Fielding | Equinox Financial Advisors | Manchester Center | CFP | Percentage of assets, Hourly |
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