# Fee-only financial advisors in Vermont, United States > Fee-only advisors in Burlington, South Burlington and Montpelier, plus 22 other cities. The Wellspent public graph lists 121 fee-only financial advisors serving Vermont at 46 firms, most in Burlington, South Burlington and Montpelier. 31% hold the CFP certification. Of the 121 with fees on file, 95% charge percentage of assets. Page: https://find.wellspent.co/locations/us/vermont/ 121 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Breanna Sykes](https://find.wellspent.co/advisors/breanna-sykes.md) | Copper Leaf Financial, LLC | Rutland, Vermont | CFP, CPA/PFS | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Priscilla Gilbert](https://find.wellspent.co/advisors/priscilla-gilbert.md) | CenterPoint Financial, Inc. | Montpelier, Vermont | BA, CFP | Percentage of assets, Hourly, Fixed fees | | [Susan Goodell](https://find.wellspent.co/advisors/susan-goodell.md) | Otto & Associates, Inc. | Norwich, Vermont | BA, CFP, M.Ed. | Percentage of assets, Hourly | | [Rene Pochop](https://find.wellspent.co/advisors/rene-pochop.md) | Pochop Financial Management | South Burlington, Vermont | CFP | Percentage of assets | | [Jonathan Landry](https://find.wellspent.co/advisors/jonathan-landry.md) | 44 North Capital | Burlington, Vermont | CFP | Percentage of assets | | [Bartholomew Earley](https://find.wellspent.co/advisors/bartholomew-earley.md) | Manchester Capital Management | Manchester, Vermont | CFP, CFA | Percentage of assets, Fixed fees | | [Griffin Sivret](https://find.wellspent.co/advisors/griffin-sivret.md) | Manchester Capital Management | Manchester, Vermont | CFP | Percentage of assets, Fixed fees | | [Benjamin Nostrand](https://find.wellspent.co/advisors/benjamin-nostrand.md) | Westview Investment Advisors | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Hallman](https://find.wellspent.co/advisors/eric-hallman.md) | Westview Investment Advisors | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry Preston](https://find.wellspent.co/advisors/henry-preston.md) | Veteran Wealth Planning | Ferrisburgh, Vermont | CFP | Percentage of assets, Ongoing planning fee | | [Alexander Watson](https://find.wellspent.co/advisors/alexander-watson.md) | Hanson+Doremus | Burlington, Vermont | CFP, CFA | Percentage of assets | | [Arthur Wright](https://find.wellspent.co/advisors/arthur-wright.md) | Hanson+Doremus | Burlington, Vermont | CFP | Percentage of assets | | [Brian Vogel](https://find.wellspent.co/advisors/brian-vogel.md) | Manchester Capital Management | Manchester, Vermont | CFA | Percentage of assets, Fixed fees | | [Eileen McCaffrey](https://find.wellspent.co/advisors/eileen-mccaffrey.md) | Marble Trail Financial | Middlebury, Vermont | CFP | Percentage of assets, Fixed fees | | [Elisabeth Ford](https://find.wellspent.co/advisors/elisabeth-ford.md) | Hanson+Doremus | Burlington, Vermont | CFP, CFA | Percentage of assets | | [Eric Eklof](https://find.wellspent.co/advisors/eric-eklof.md) | Hanson+Doremus | Burlington, Vermont | CFP | Percentage of assets | | [Evan Pemberton](https://find.wellspent.co/advisors/evan-pemberton.md) | Hanson+Doremus | Burlington, Vermont | CFP, CFA | Percentage of assets | | [Jody White](https://find.wellspent.co/advisors/jody-white.md) | Farrow Financial | South Burlington, Vermont | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [William Walsh](https://find.wellspent.co/advisors/william-walsh.md) | Quantum Leap Capital | South Burlington, Vermont | CFP | Percentage of assets, Flat fee or retainer | | [Beth Wilson](https://find.wellspent.co/advisors/beth-wilson.md) | Poulos Advisors | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Bethany Dubuque](https://find.wellspent.co/advisors/bethany-dubuque.md) | Mascoma Wealth Management | Burlington, Vermont | | Percentage of assets | | [Christopher Douglass](https://find.wellspent.co/advisors/christopher-douglass.md) | Stage 2 Planning Partners | S Burlington, Vermont | ChFC | Percentage of assets, Hourly | | [Dennis Voigt](https://find.wellspent.co/advisors/dennis-voigt.md) | DWV Advisors | Essex Junction, Vermont | PFS | Ongoing planning fee | | [Erik Giard-Chase](https://find.wellspent.co/advisors/erik-giard-chase.md) | Blue Slate Investment Management | Shelburne, Vermont | CFA | Percentage of assets, Hourly | | [Joplin Wallace](https://find.wellspent.co/advisors/joplin-wallace.md) | Mascoma Wealth Management | Burlington, Vermont | | Percentage of assets | | [Joseph Diebold](https://find.wellspent.co/advisors/joseph-diebold.md) | Broadlake Financial Management | S Burlington, Vermont | CFP | Percentage of assets | | [Joshua Graham](https://find.wellspent.co/advisors/joshua-graham.md) | Westview Investment Advisors | Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees | | [Kyle Abrahamovich](https://find.wellspent.co/advisors/kyle-abrahamovich.md) | Poulos Advisors | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Matthew Little](https://find.wellspent.co/advisors/matthew-little.md) | Mascoma Wealth Management | Burlington, Vermont | | Percentage of assets | | [Sandra Maynard](https://find.wellspent.co/advisors/sandra-maynard.md) | Stage 2 Planning Partners | S Burlington, Vermont | ChFC | Percentage of assets, Hourly | | [Anne Doremus](https://find.wellspent.co/advisors/anne-doremus.md) | Hanson+Doremus | Burlington, Vermont | CFA | Percentage of assets | | [Becky Walsh](https://find.wellspent.co/advisors/becky-walsh.md) | Oak Maple Finance, LLC | Burlington, Vermont | CFP, CAP | Percentage of assets, Hourly, Fixed fees | | [Corrie Parker](https://find.wellspent.co/advisors/corrie-parker.md) | Oak Maple Finance, LLC | Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Cynthia Rozelle](https://find.wellspent.co/advisors/cynthia-rozelle.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Edward Cronin](https://find.wellspent.co/advisors/edward-cronin.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Jamie Milne](https://find.wellspent.co/advisors/jamie-milne.md) | Milne Financial Planning, Inc. | Winooski, Vermont | BS, CDFA, CFP, MBA, CPA | Percentage of assets, Hourly, Fixed fees | | [Mark Andrews](https://find.wellspent.co/advisors/mark-andrews-7708624.md) | Hanson+Doremus | Burlington, Vermont | CFA | Percentage of assets | | [Morgan Roberts](https://find.wellspent.co/advisors/morgan-roberts.md) | Manchester Capital Management | Manchester, Vermont | | Percentage of assets, Fixed fees | | [Neil Macker](https://find.wellspent.co/advisors/neil-macker.md) | Hanson+Doremus | Burlington, Vermont | CFA | Percentage of assets | | [Stephen Kylander](https://find.wellspent.co/advisors/stephen-kylander.md) | Pallas Capital Advisors | Warren, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Dominic Stilwell](https://find.wellspent.co/advisors/dominic-stilwell.md) | Greenhill Financial Partners | Rutland, Vermont | | Ongoing planning fee, One-time planning fee | | [Kevin Theissen](https://find.wellspent.co/advisors/kevin-theissen.md) | HWC Financial | Manchester Center, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Louise Gibbs](https://find.wellspent.co/advisors/louise-gibbs.md) | Westview Investment Advisors | Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Matthew Malaney](https://find.wellspent.co/advisors/matthew-malaney.md) | Broadlake Financial Management | South Burlington, Vermont | CFA | Percentage of assets | | [Steven Morneau](https://find.wellspent.co/advisors/steven-morneau.md) | Greenhill Financial Partners | Rutland, Vermont | | Ongoing planning fee, One-time planning fee | | [Thomas Dettre](https://find.wellspent.co/advisors/thomas-dettre.md) | True North Financial Planning | South Burlington, Vermont | | Hourly, Fixed fees | | [Zachary Levine](https://find.wellspent.co/advisors/zachary-levine.md) | HWC Financial | Manchester Center, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Alison Davis](https://find.wellspent.co/advisors/alison-davis.md) | Quantum Leap Capital | South Burlington, Vermont | | Percentage of assets, Flat fee or retainer | | [Deirdre Keenan](https://find.wellspent.co/advisors/deirdre-keenan.md) | Quantum Leap Capital | South Burlington, Vermont | | Percentage of assets, Flat fee or retainer | | [Donald Devost](https://find.wellspent.co/advisors/donald-devost.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Jordan Lafayette](https://find.wellspent.co/advisors/jordan-lafayette.md) | Hanson+Doremus | Burlington, Vermont | | Percentage of assets | | [Matthew Wootten](https://find.wellspent.co/advisors/matthew-wootten.md) | Silver Birch Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Megan Mandigo](https://find.wellspent.co/advisors/megan-mandigo.md) | Silver Birch Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Sarah Cocina](https://find.wellspent.co/advisors/sarah-cocina.md) | Hanson+Doremus | Burlington, Vermont | | Percentage of assets | | [Skylar Atkins](https://find.wellspent.co/advisors/skylar-atkins.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Stephen Boyce](https://find.wellspent.co/advisors/stephen-boyce.md) | Marble Trail Financial | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Andrew Murphy](https://find.wellspent.co/advisors/andrew-murphy.md) | Broadlake Financial Management | South Burlington, Vermont | | Percentage of assets | | [Joseph Smithwick](https://find.wellspent.co/advisors/joseph-smithwick.md) | Broadlake Financial Management | South Burlington, Vermont | | Percentage of assets | | [Timothy Ryan](https://find.wellspent.co/advisors/timothy-ryan.md) | Alpenglow Advisors | Killington, Vermont | | Percentage of assets | | [David Owen](https://find.wellspent.co/advisors/david-owen.md) | Shipwright Advisors | Burlington, Vermont | | Percentage of assets, Fixed fees | | [John Koller](https://find.wellspent.co/advisors/john-koller.md) | Oppenheimer + Close | Arlington, Vermont | | Flat fee or retainer | | [Linda Armstrong](https://find.wellspent.co/advisors/linda-armstrong.md) | World Market Advisors | South Royalton, Vermont | | Hourly | | [Bret Hodgdon](https://find.wellspent.co/advisors/bret-hodgdon.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Courtney Calotta](https://find.wellspent.co/advisors/courtney-calotta.md) | Donalies Financial Planning | Chester, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Daryl Spirka](https://find.wellspent.co/advisors/daryl-spirka.md) | Williams Financial | North Bennington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [David Otto](https://find.wellspent.co/advisors/david-otto.md) | Otto & Associates | Norwich, Vermont | CFP | Percentage of assets, Hourly | | [Deborah Maher](https://find.wellspent.co/advisors/deborah-maher.md) | Otto & Associates | Norwich, Vermont | CFP | Percentage of assets, Hourly | | [Jacquelyn Thibeault](https://find.wellspent.co/advisors/jacquelyn-thibeault.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [John Davis](https://find.wellspent.co/advisors/john-davis-4307361.md) | Copper Leaf Financial | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith-3128341.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan MacDougall](https://find.wellspent.co/advisors/jordan-macdougall.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Beth Brigham](https://find.wellspent.co/advisors/mary-beth-brigham.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Bergmann](https://find.wellspent.co/advisors/ryan-bergmann.md) | Silverlake Wealth Management | Williston, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Beaudin](https://find.wellspent.co/advisors/scott-beaudin.md) | Pathway Financial Advisors | South Burlington, Vermont | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Timothy Humphrey](https://find.wellspent.co/advisors/timothy-humphrey.md) | Rock Point Advisors | Burlington, Vermont | CFP, CFA | Percentage of assets | | [Tyler Cinelli](https://find.wellspent.co/advisors/tyler-cinelli.md) | Williams Financial | North Bennington, Vermont | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyson Fielding](https://find.wellspent.co/advisors/tyson-fielding.md) | Equinox Financial Advisors | Manchester Center, Vermont | CFP | Percentage of assets, Hourly | | [Brett Peltzer](https://find.wellspent.co/advisors/brett-peltzer.md) | Intrack Investment Management | South Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Arthur](https://find.wellspent.co/advisors/christopher-arthur.md) | Maple Capital Management | Montpelier, Vermont | CFA | Percentage of assets | | [Elizabeth Lewis](https://find.wellspent.co/advisors/elizabeth-lewis.md) | Maple Capital Management | Montpelier, Vermont | CFA | Percentage of assets | | [Georgi Ivanov](https://find.wellspent.co/advisors/georgi-ivanov.md) | Maple Capital Management | Montpelier, Vermont | CFA | Percentage of assets | | [Matthew Johnson](https://find.wellspent.co/advisors/matthew-johnson.md) | Intrack Investment Management | South Burlington, Vermont | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew McBride](https://find.wellspent.co/advisors/matthew-mcbride.md) | One DAY in July | Burlington, Vermont | CFA | Percentage of assets, Fixed fees | | [Michael Huffman](https://find.wellspent.co/advisors/michael-huffman.md) | Rock Point Advisors | Burlington, Vermont | CFA | Percentage of assets | | [Richard Litchfield](https://find.wellspent.co/advisors/richard-litchfield.md) | Maple Capital Management | Montpelier, Vermont | CFA | Percentage of assets | | [Timothy Mazurczak](https://find.wellspent.co/advisors/timothy-mazurczak.md) | Maple Capital Management | Montpelier, Vermont | CFA | Percentage of assets | | [Todd Wulfson](https://find.wellspent.co/advisors/todd-wulfson.md) | Rock Point Advisors | Burlington, Vermont | CFA | Percentage of assets | | [Adam Eiklor](https://find.wellspent.co/advisors/adam-eiklor.md) | Copper Leaf Financial | Williston, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Antoine Williams](https://find.wellspent.co/advisors/antoine-williams.md) | Antoine Williams & Associates Wealth Management | Shelburne, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Brody Hoffman](https://find.wellspent.co/advisors/brody-hoffman.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Bryan Belisle](https://find.wellspent.co/advisors/bryan-belisle.md) | B.W. Belisle Planning & Strategy Company | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Burta Kelly](https://find.wellspent.co/advisors/burta-kelly.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Caitlyn Wilkin](https://find.wellspent.co/advisors/caitlyn-wilkin.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Caroline Russell](https://find.wellspent.co/advisors/caroline-russell.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Carrie McDonnell](https://find.wellspent.co/advisors/carrie-mcdonnell.md) | One DAY in July | Middlebury, Vermont | | Percentage of assets, Fixed fees | | [Christopher McKeown](https://find.wellspent.co/advisors/christopher-mckeown.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Connor Herbruck](https://find.wellspent.co/advisors/connor-herbruck.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Daniel Cunningham](https://find.wellspent.co/advisors/daniel-cunningham.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [David Bogonovich](https://find.wellspent.co/advisors/david-bogonovich.md) | Centurion Wealth Management | Dorset, Vermont | | Percentage of assets, Hourly, Performance-based fees | | [David Bosworth](https://find.wellspent.co/advisors/david-bosworth.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Fjolla Buza-Sotak](https://find.wellspent.co/advisors/fjolla-buza-sotak.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Hans Smith](https://find.wellspent.co/advisors/hans-smith.md) | Silverlake Wealth Management | Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Jackson Bargiello](https://find.wellspent.co/advisors/jackson-bargiello.md) | Rock Point Advisors | Burlington, Vermont | | Percentage of assets | | [Jennifer Martinez](https://find.wellspent.co/advisors/jennifer-martinez.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [John Slane](https://find.wellspent.co/advisors/john-slane.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Kevin Murray](https://find.wellspent.co/advisors/kevin-murray.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Mark Doehla](https://find.wellspent.co/advisors/mark-doehla.md) | Great Diamond Partners | Stowe, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Matthew Sopher](https://find.wellspent.co/advisors/matthew-sopher.md) | Intrack Investment Management | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Meredith Phippen](https://find.wellspent.co/advisors/meredith-phippen.md) | Williams Financial | North Bennington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Myron Sopher](https://find.wellspent.co/advisors/myron-sopher.md) | Intrack Investment Management | South Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Nancy Westbrook](https://find.wellspent.co/advisors/nancy-westbrook.md) | One DAY in July | Burlington, Vermont | | Percentage of assets, Fixed fees | | [Neven Kraguljevic](https://find.wellspent.co/advisors/neven-kraguljevic.md) | Guiding Wealth Management | Burlington, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Ramsey Luhr](https://find.wellspent.co/advisors/ramsey-luhr.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Richard Briand](https://find.wellspent.co/advisors/richard-briand.md) | Silverlake Wealth Management | Williston, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Seth Gillim](https://find.wellspent.co/advisors/seth-gillim.md) | One DAY in July | Morrisville, Vermont | | Percentage of assets, Fixed fees | | [Theodore Riehle](https://find.wellspent.co/advisors/theodore-riehle.md) | Silverlake Wealth Management | Williston, Vermont | | Percentage of assets, Hourly, Fixed fees | | [Thomas Rawlings](https://find.wellspent.co/advisors/thomas-rawlings.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Timothy Wooster](https://find.wellspent.co/advisors/timothy-wooster.md) | Maple Capital Management | Montpelier, Vermont | | Percentage of assets | | [Tina Lagrow](https://find.wellspent.co/advisors/tina-lagrow.md) | Antoine Williams & Associates Wealth Management | Shelburne, Vermont | | Percentage of assets, Hourly, Fixed fees | | [William Koster](https://find.wellspent.co/advisors/william-koster.md) | One DAY in July | Vergennes, Vermont | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).