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Advisors for $500,000 to $1 million in Vermont

How do I find fee-only advisors for $500,000 to $1 million in Vermont?

In Vermont, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Elisabeth Ford of Hanson+Doremus, Christopher Arthur of Maple Capital Management and John Koller of Oppenheimer + Close.

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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.
  • Christopher Arthur Maple Capital Management, Montpelier Holds the CFA. Fees on file: percentage of assets.
  • John Koller Oppenheimer + Close, Arlington Fees on file: flat fee or retainer.
  • Bryan Belisle B.W. Belisle Planning & Strategy Company, South Burlington Fees on file: percentage of assets, hourly.
  • David Bogonovich Centurion Wealth Management, Dorset Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
26
Firms
5
Cities
5
Hold the CFP
19%
  • Other credentials: CFA 42%
  • How they charge (of 26 with fees on file): percentage of assets 96% · hourly 8% · flat fee or retainer 4% · fixed fees 4%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors for $500,000 to $1 million by state

Questions about advisors for $500,000 to $1 million

How many fee-only advisors for $500,000 to $1 million in Vermont are there?

The Wellspent public graph lists 26 fee-only advisors for $500,000 to $1 million in Vermont, at 5 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

Where are fee-only advisors for $500,000 to $1 million in Vermont located?

Of the 26 fee-only advisors for $500,000 to $1 million in Vermont, 13 are in Montpelier, followed by 10 in Burlington and 1 in Arlington.

How do fee-only advisors for $500,000 to $1 million in Vermont charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Vermont is a percentage of assets, used by 96% of the 26 with fees on file. Many use more than one: 8% charge by the hour and 4% charge a flat fee or retainer.

How many fee-only advisors for $500,000 to $1 million in Vermont hold the CFP?

19% of the 26 fee-only advisors for $500,000 to $1 million in Vermont hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

What should I ask fee-only advisors for $500,000 to $1 million in Vermont?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

How current is this list of fee-only advisors for $500,000 to $1 million 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 26 advisors

Advisors for $500,000 to $1 million in Vermont: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Alexander Watson Hanson+Doremus Burlington CFP, CFA Percentage of assets
Arthur Wright Hanson+Doremus Burlington CFP Percentage of assets
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
Anne Doremus Hanson+Doremus Burlington CFA Percentage of assets
Mark Andrews Hanson+Doremus Burlington CFA Percentage of assets
Neil Macker Hanson+Doremus Burlington CFA Percentage of assets
Jordan Lafayette Hanson+Doremus Burlington Not listed Percentage of assets
Sarah Cocina Hanson+Doremus Burlington Not listed Percentage of assets
John Koller Oppenheimer + Close Arlington Not listed Flat fee or retainer
Christopher Arthur Maple Capital Management Montpelier CFA Percentage of assets
Elizabeth Lewis Maple Capital Management Montpelier CFA Percentage of assets
Georgi Ivanov Maple Capital Management Montpelier CFA Percentage of assets
Richard Litchfield Maple Capital Management Montpelier CFA Percentage of assets
Timothy Mazurczak Maple Capital Management Montpelier CFA Percentage of assets
Brody Hoffman Maple Capital Management Montpelier Not listed Percentage of assets
Bryan Belisle B.W. Belisle Planning & Strategy Company South Burlington Not listed Percentage of assets, Hourly
Caitlyn Wilkin Maple Capital Management Montpelier Not listed Percentage of assets
Connor Herbruck Maple Capital Management Montpelier Not listed Percentage of assets
David Bogonovich Centurion Wealth Management Dorset Not listed Percentage of assets, Hourly
David Bosworth Maple Capital Management Montpelier Not listed Percentage of assets
Fjolla Buza-Sotak Maple Capital Management Montpelier Not listed Percentage of assets
Ramsey Luhr Maple Capital Management Montpelier Not listed Percentage of assets
Thomas Rawlings Maple Capital Management Montpelier Not listed Percentage of assets
Timothy Wooster Maple Capital Management Montpelier Not listed Percentage of assets

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