Firm
B.W. Belisle Planning & Strategy Company
South Burlington, Vermont
Fee-only
B.W. Belisle Planning & Strategy Company 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 29 individual clients, 20 of them high net worth.
- Its average account is about $552,000 (assets it manages divided by its 30 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Phone | (802) 578-2377 |
B.W. Belisle Planning & Strategy Company fees
B.W. Belisle Planning & Strategy Company 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 9 |
| High-net-worth clients | 20 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 168180 |