Firm
Marble Trail Financial
Middlebury, Vermont
Fee-only
Marble Trail Financial at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 9 employees and 368 individual clients, 188 of them high net worth.
- Its average account is about $403,000 (assets it manages divided by its 1,446 accounts).
Facts
| Based in | Middlebury, Vermont |
|---|---|
| Website | marbletrail.com |
| Phone | (802) 388-6300 |
Marble Trail Financial fees
Marble Trail Financial 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 · Fixed fees |
|---|---|
| Assets managed | $583 million |
| Individual clients | 180 |
| High-net-worth clients | 188 |
| Accounts managed | 1,446 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-115308) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 154744 |