Firm
Oak Maple Finance, LLC
Burlington, Vermont
Fee-only
Oak Maple Finance, LLC at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 54 individual clients, 24 of them high net worth.
- Its average account is about $498,000 (assets it manages divided by its 186 accounts).
Facts
| Based in | Burlington, Vermont |
|---|---|
| Website | oakmaple.com |
| [email protected] | |
| Phone | (802) 662-2880 |
Oak Maple Finance, LLC fees
Oak Maple Finance, LLC 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 | $93 million |
| Individual clients | 30 |
| High-net-worth clients | 24 |
| Accounts managed | 186 |
| Employees | 5 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 322908 |