Hourly financial advisors in Vermont
How do I find fee-only advisors who charge by the hour in Vermont?
In Vermont, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Breanna Sykes of Copper Leaf Financial, LLC, Elisabeth Ford of Hanson+Doremus and Malissa Marshall of Soaring Wealth LLC.
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.
- 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.
- 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.
- Henry Preston Veteran Wealth Planning, Ferrisburgh Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 69
- Firms
- 34
- Cities
- 19
- Hold the CFP
- 46%
- Other credentials: CFA 16% · CPA 3% · EA 1%
- How they charge (of 69 with fees on file): percentage of assets 93% · hourly 71% · fixed fees 58% · ongoing planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Vermont are there?
The Wellspent public graph lists 69 fee-only advisors who charge by the hour in Vermont, at 34 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Vermont located?
Of the 69 fee-only advisors who charge by the hour in Vermont, 18 are in Burlington, followed by 17 in South Burlington and 7 in Williston.
How do fee-only advisors who charge by the hour in Vermont charge?
The most common fee among fee-only advisors who charge by the hour in Vermont is a percentage of assets, used by 93% of the 69 with fees on file. Many use more than one: 71% charge by the hour and 58% charge fixed fees.
How many fee-only advisors who charge by the hour in Vermont hold the CFP?
46% of the 69 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Vermont?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 69 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 |
| 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 |
| 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 |
| Beth Wilson | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Christopher Douglass | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Erik Giard-Chase | Blue Slate Investment Management | Shelburne | CFA | 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 |
| Sandra Maynard | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Anne Doremus | Hanson+Doremus | Burlington | CFA | 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 |
| Mark Andrews | Hanson+Doremus | Burlington | CFA | Percentage of assets |
| Neil Macker | Hanson+Doremus | Burlington | CFA | Percentage of assets |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Dominic Stilwell | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Kevin Theissen | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Steven Morneau | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
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