Flat-fee financial advisors in Vermont
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Breanna Sykes Copper Leaf Financial, LLC, Rutland Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Malissa Marshall Soaring Wealth LLC, Bristol Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- 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.
- Bartholomew Earley Manchester Capital Management, Manchester Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Henry Preston Veteran Wealth Planning, Ferrisburgh Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 74
- Firms
- 31
- Cities
- 20
- Hold the CFP
- 35%
- Other credentials: CFA 9% · CPA 3% · EA 1%
- How they charge (of 74 with fees on file): percentage of assets 96% · fixed fees 88% · hourly 55% · flat fee or retainer 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 74 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 |
| 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 |
| Brian Vogel | Manchester Capital Management | Manchester | CFA | Percentage of assets, Fixed fees |
| Eileen McCaffrey | Marble Trail Financial | Middlebury | CFP | Percentage of assets, Fixed fees |
| 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 |
| Beth Wilson | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Joshua Graham | Westview Investment Advisors | Burlington | CFA | Percentage of assets, Hourly |
| Kyle Abrahamovich | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| 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 |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Edward Cronin | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Jamie Milne | Milne Financial Planning, Inc. | Winooski | BS, CDFA, CFP, MBA | Percentage of assets, Hourly |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Kevin Theissen | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Thomas Dettre | True North Financial Planning | South Burlington | Not listed | Hourly, Fixed fees |
| Zachary Levine | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Alison Davis | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Deirdre Keenan | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Donald Devost | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Matthew Wootten | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Megan Mandigo | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Skylar Atkins | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Stephen Boyce | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| David Owen | Shipwright Advisors | Burlington | Not listed | Percentage of assets, Fixed fees |
| John Koller | Oppenheimer + Close | Arlington | Not listed | Flat fee or retainer |
| Linda Armstrong | World Market Advisors | South Royalton | Not listed | 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 |
| 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 |
| Tyler Cinelli | Williams Financial | North Bennington | CFP | Percentage of assets, Hourly |
| Brett Peltzer | Intrack Investment Management | South Burlington | CFA | Percentage of assets, Hourly |
| Matthew Johnson | Intrack Investment Management | South Burlington | CFA | Percentage of assets, Hourly |
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