Firm
Maple Capital Management
Montpelier, Vermont
Fee-only
Maple Capital Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 16 advisors are listed here; 6 of 16 hold the CFA.
- Its Form ADV reports 27 employees and 1,563 individual clients, 654 of them high net worth.
- Its average account is about $721,000 (assets it manages divided by its 3,579 accounts).
Facts
| Based in | Montpelier, Vermont |
|---|---|
| Website | maplecapital.com |
| Phone | (802) 229-2838 |
Maple Capital Management fees
Maple Capital Management 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 | $2.6 billion |
| Individual clients | 909 |
| High-net-worth clients | 654 |
| Accounts managed | 3,579 |
| Employees | 27 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-62783) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 130209 |