Firm
DWV Advisors
Essex Junction, Vermont
Fee-only
DWV Advisors at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 15 individual clients, 6 of them high net worth.
- Its average account is about $2.8 million (assets it manages divided by its 55 accounts).
Facts
| Based in | Essex Junction, Vermont |
|---|---|
| Website | dwvadvisors.com |
| Phone | (802) 879-3766 |
DWV Advisors fees
DWV Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $157 million |
| Individual clients | 9 |
| High-net-worth clients | 6 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-76788) |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 154148 |