Firm
Rock Point Advisors
Burlington, Vermont
Fee-only
Rock Point Advisors at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFA.
- Its Form ADV reports 9 employees and 232 individual clients, 150 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 493 accounts).
Facts
| Based in | Burlington, Vermont |
|---|---|
| Website | rockpointadvisors.com |
| [email protected] | |
| Phone | (802) 864-2266 |
Rock Point Advisors fees
Rock Point Advisors 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 | $656 million |
| Individual clients | 82 |
| High-net-worth clients | 150 |
| Accounts managed | 493 |
| Employees | 9 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-62923) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 130825 |