Firm
Alpenglow Advisors
Killington, Vermont
Fee-only
Alpenglow Advisors at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $203,000 (assets it manages divided by its 41 accounts).
Facts
| Based in | Killington, Vermont |
|---|---|
| Website | alpenglowadvisorsllc.com |
| [email protected] | |
| Phone | (862) 266-2572 |
Alpenglow Advisors fees
Alpenglow Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $8 million |
| Individual clients | 22 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 306067 |