Otto & Associates, Inc.
Norwich, Vermont
Otto & Associates, Inc. at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 152 individual clients, 76 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 629 accounts).
Facts
| Based in | Norwich, Vermont |
|---|---|
| Website | ottoandassociates.com |
| [email protected] | |
| Phone | (914) 232-5379 |
Questions about Otto & Associates, Inc.
How is Otto & Associates, Inc. paid?
Otto & Associates, Inc.'s Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Otto & Associates, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Otto & Associates, Inc., and 3 hold the CFP.
What is the average account at Otto & Associates, Inc.?
Otto & Associates, Inc.'s average account is about $456,000. That's the assets on its Form ADV divided by its 629 accounts.
What does Otto & Associates, Inc. specialize in?
Otto & Associates, Inc.'s advisors and website list retirement planning and estate & legacy planning.
Otto & Associates, Inc. fees
Otto & Associates, Inc. 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 |
|---|---|
| Assets managed | $287 million |
| Individual clients | 76 |
| High-net-worth clients | 76 |
| Accounts managed | 629 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-58024) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 109493 |
Advisors at this firm (3)
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