# Flat-fee financial advisors in Vermont > In Vermont, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Breanna Sykes of Copper Leaf Financial, LLC, Malissa Marshall of Soaring Wealth LLC and Jamie Milne of Milne Financial Planning, Inc.. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/vermont/ 74 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge flat or fixed fees in Vermont? In Vermont, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Breanna Sykes of Copper Leaf Financial, LLC, Malissa Marshall of Soaring Wealth LLC and Jamie Milne of Milne Financial Planning, Inc.. ## How many fee-only advisors who charge flat or fixed fees in Vermont are there? The Wellspent public graph lists 74 fee-only advisors who charge flat or fixed fees in Vermont, at 31 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Vermont located? Of the 74 fee-only advisors who charge flat or fixed fees in Vermont, 19 are in Burlington, followed by 16 in South Burlington and 7 in Middlebury. ## How do fee-only advisors who charge flat or fixed fees in Vermont charge? The most common fee among fee-only advisors who charge flat or fixed fees in Vermont is a percentage of assets, used by 96% of the 74 with fees on file. Many use more than one: 88% charge fixed fees and 55% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Vermont hold the CFP? 35% of the 74 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Vermont? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Breanna Sykes](https://find.wellspent.co/advisors/breanna-sykes.md) | Copper Leaf Financial, LLC | Rutland, Vermont | CFP, CPA/PFS | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Priscilla Gilbert](https://find.wellspent.co/advisors/priscilla-gilbert.md) | CenterPoint Financial, Inc. | Montpelier, Vermont | BA, CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Landry](https://find.wellspent.co/advisors/jonathan-landry.md) | 44 North Capital | Burlington, Vermont | CFP | Percentage of assets | | [Bartholomew Earley](https://find.wellspent.co/advisors/bartholomew-earley.md) | Manchester Capital Management | Manchester, Vermont | CFP, CFA | Percentage of assets, Fixed fees | | [Griffin Sivret](https://find.wellspent.co/advisors/griffin-sivret.md) | Manchester Capital Management | Manchester, Vermont | CFP | Percentage of assets, Fixed fees | | [Benjamin Nostrand](https://find.wellspent.co/advisors/benjamin-nostrand.md) | Westview Investment Advisors | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Hallman](https://find.wellspent.co/advisors/eric-hallman.md) | Westview Investment Advisors | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry Preston](https://find.wellspent.co/advisors/henry-preston.md) | Veteran Wealth Planning | Ferrisburgh, Vermont | CFP | Percentage of assets, Ongoing planning fee | | [Brian Vogel](https://find.wellspent.co/advisors/brian-vogel.md) | Manchester Capital Management | Manchester, Vermont | CFA | Percentage of assets, Fixed fees | | [Eileen McCaffrey](https://find.wellspent.co/advisors/eileen-mccaffrey.md) | Marble Trail Financial | Middlebury, Vermont | CFP | Percentage of assets, Fixed fees | | [Jody White](https://find.wellspent.co/advisors/jody-white.md) | Farrow Financial | South Burlington, Vermont | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [William Walsh](https://find.wellspent.co/advisors/william-walsh.md) | Quantum Leap Capital | South Burlington, Vermont | CFP | Percentage of assets, Flat fee or retainer | | [Beth Wilson](https://find.wellspent.co/advisors/beth-wilson.md) | Poulos Advisors | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Joshua Graham](https://find.wellspent.co/advisors/joshua-graham.md) | Westview Investment Advisors | Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees | | [Kyle Abrahamovich](https://find.wellspent.co/advisors/kyle-abrahamovich.md) | Poulos Advisors | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Becky Walsh](https://find.wellspent.co/advisors/becky-walsh.md) | Oak Maple Finance, LLC | Burlington, Vermont | CFP, CAP | Percentage of assets, Hourly, Fixed fees | | [Corrie Parker](https://find.wellspent.co/advisors/corrie-parker.md) | Oak Maple Finance, LLC | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Cynthia Rozelle](https://find.wellspent.co/advisors/cynthia-rozelle.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Edward Cronin](https://find.wellspent.co/advisors/edward-cronin.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Jamie Milne](https://find.wellspent.co/advisors/jamie-milne.md) | Milne Financial Planning, Inc. | Winooski, Vermont | BS, CDFA, CFP, MBA, CPA | Percentage of assets, Hourly, Fixed fees | | [Morgan Roberts](https://find.wellspent.co/advisors/morgan-roberts.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Stephen Kylander](https://find.wellspent.co/advisors/stephen-kylander.md) | Pallas Capital Advisors | Warren, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Kevin Theissen](https://find.wellspent.co/advisors/kevin-theissen.md) | HWC Financial | Manchester Center, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Louise Gibbs](https://find.wellspent.co/advisors/louise-gibbs.md) | Westview Investment Advisors | Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Thomas Dettre](https://find.wellspent.co/advisors/thomas-dettre.md) | True North Financial Planning | South Burlington, Vermont | | Hourly, Fixed fees | | [Zachary Levine](https://find.wellspent.co/advisors/zachary-levine.md) | HWC Financial | Manchester Center, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Alison Davis](https://find.wellspent.co/advisors/alison-davis.md) | Quantum Leap Capital | South Burlington, Vermont | | Percentage of assets, Flat fee or retainer | | [Deirdre Keenan](https://find.wellspent.co/advisors/deirdre-keenan.md) | Quantum Leap Capital | South Burlington, Vermont | | Percentage of assets, Flat fee or retainer | | [Donald Devost](https://find.wellspent.co/advisors/donald-devost.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Matthew Wootten](https://find.wellspent.co/advisors/matthew-wootten.md) | Silver Birch Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Megan Mandigo](https://find.wellspent.co/advisors/megan-mandigo.md) | Silver Birch Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Skylar Atkins](https://find.wellspent.co/advisors/skylar-atkins.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Stephen Boyce](https://find.wellspent.co/advisors/stephen-boyce.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [David Owen](https://find.wellspent.co/advisors/david-owen.md) | Shipwright Advisors | Burlington, Vermont | | Percentage of assets, Fixed fees | | [John Koller](https://find.wellspent.co/advisors/john-koller.md) | Oppenheimer + Close | Arlington, Vermont | | Flat fee or retainer | | [Linda Armstrong](https://find.wellspent.co/advisors/linda-armstrong.md) | World Market Advisors | South Royalton, Vermont | | Hourly | | [Bret Hodgdon](https://find.wellspent.co/advisors/bret-hodgdon.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Courtney Calotta](https://find.wellspent.co/advisors/courtney-calotta.md) | Donalies Financial Planning | Chester, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Daryl Spirka](https://find.wellspent.co/advisors/daryl-spirka.md) | Williams Financial | North Bennington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacquelyn Thibeault](https://find.wellspent.co/advisors/jacquelyn-thibeault.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [John Davis](https://find.wellspent.co/advisors/john-davis-4307361.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith-3128341.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan MacDougall](https://find.wellspent.co/advisors/jordan-macdougall.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Beth Brigham](https://find.wellspent.co/advisors/mary-beth-brigham.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Bergmann](https://find.wellspent.co/advisors/ryan-bergmann.md) | Silverlake Wealth Management | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Beaudin](https://find.wellspent.co/advisors/scott-beaudin.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Tyler Cinelli](https://find.wellspent.co/advisors/tyler-cinelli.md) | Williams Financial | North Bennington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Brett Peltzer](https://find.wellspent.co/advisors/brett-peltzer.md) | Intrack Investment Management | South Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Johnson](https://find.wellspent.co/advisors/matthew-johnson.md) | Intrack Investment Management | South Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | Showing the first 50 of 74. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/vermont/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).