Firm
Silver Birch Financial
Middlebury, Vermont
Fee-only
Silver Birch Financial at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 7 employees and 229 individual clients, 124 of them high net worth.
- Its average account is about $421,000 (assets it manages divided by its 949 accounts).
Facts
| Based in | Middlebury, Vermont |
|---|---|
| Website | silverbirchfinancial.com |
| Phone | (802) 302-5122 |
Silver Birch Financial fees
Silver Birch 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 | $399 million |
| Individual clients | 105 |
| High-net-worth clients | 124 |
| Accounts managed | 949 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-136228) |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 341785 |