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Wellspent public graph/Locations/United States/Vermont
United States

Fee-only advisors in Vermont

Fee-only advisors in Burlington, South Burlington and Montpelier, plus 22 other cities.

By the numbers

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.

Advisors listed
121
Firms
46
Cities
25
Hold the CFP
31%
  • Other credentials: CFA 19% · CPA 2% · EA 1%
  • How they charge (of 121 with fees on file): percentage of assets 95% · fixed fees 54% · hourly 40% · ongoing planning fee 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Vermont (121)

Fee-only advisors serving Vermont: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
Breanna Sykes Copper Leaf Financial, LLC Rutland CFP, CPA/PFS Percentage of assets, One-time planning fee
Priscilla Gilbert CenterPoint Financial, Inc. Montpelier BA, CFP Percentage of assets, Hourly
Susan Goodell Otto & Associates, Inc. Norwich BA, CFP, M.Ed. Percentage of assets, Hourly
Rene Pochop Pochop Financial Management South Burlington CFP Percentage of assets
Jonathan Landry 44 North Capital Burlington CFP Percentage of assets
Bartholomew Earley Manchester Capital Management Manchester CFP, CFA Percentage of assets, Fixed fees
Griffin Sivret Manchester Capital Management Manchester CFP Percentage of assets, Fixed fees
Benjamin Nostrand Westview Investment Advisors Burlington CFP Percentage of assets, Hourly
Eric Hallman Westview Investment Advisors Burlington CFP Percentage of assets, Hourly
Henry Preston Veteran Wealth Planning Ferrisburgh CFP Percentage of assets, Ongoing planning fee
Alexander Watson Hanson+Doremus Burlington CFP, CFA Percentage of assets
Arthur Wright Hanson+Doremus Burlington CFP Percentage of assets
Brian Vogel Manchester Capital Management Manchester CFA Percentage of assets, Fixed fees
Eileen McCaffrey Marble Trail Financial Middlebury CFP Percentage of assets, Fixed fees
Elisabeth Ford Hanson+Doremus Burlington CFP, CFA Percentage of assets
Eric Eklof Hanson+Doremus Burlington CFP Percentage of assets
Evan Pemberton Hanson+Doremus Burlington CFP, CFA Percentage of assets
Jody White Farrow Financial South Burlington CFP, CFA Percentage of assets, Hourly
William Walsh Quantum Leap Capital South Burlington CFP Percentage of assets, Flat fee or retainer
Beth Wilson Poulos Advisors South Burlington Not listed Percentage of assets, Hourly
Bethany Dubuque Mascoma Wealth Management Burlington Not listed Percentage of assets
Christopher Douglass Stage 2 Planning Partners S Burlington ChFC Percentage of assets, Hourly
Dennis Voigt DWV Advisors Essex Junction PFS Ongoing planning fee
Erik Giard-Chase Blue Slate Investment Management Shelburne CFA Percentage of assets, Hourly
Joplin Wallace Mascoma Wealth Management Burlington Not listed Percentage of assets
Joseph Diebold Broadlake Financial Management S Burlington CFP Percentage of assets
Joshua Graham Westview Investment Advisors Burlington CFA Percentage of assets, Hourly
Kyle Abrahamovich Poulos Advisors South Burlington Not listed Percentage of assets, Hourly
Matthew Little Mascoma Wealth Management Burlington Not listed Percentage of assets
Sandra Maynard Stage 2 Planning Partners S Burlington ChFC Percentage of assets, Hourly
Anne Doremus Hanson+Doremus Burlington CFA Percentage of assets
Becky Walsh Oak Maple Finance, LLC Burlington CFP, CAP Percentage of assets, Hourly
Corrie Parker Oak Maple Finance, LLC Burlington CFP Percentage of assets, Hourly
Cynthia Rozelle Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Edward Cronin Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Jamie Milne Milne Financial Planning, Inc. Winooski BS, CDFA, CFP, MBA Percentage of assets, Hourly
Mark Andrews Hanson+Doremus Burlington CFA Percentage of assets
Morgan Roberts Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Neil Macker Hanson+Doremus Burlington CFA Percentage of assets
Stephen Kylander Pallas Capital Advisors Warren Not listed Percentage of assets, Hourly
Dominic Stilwell Greenhill Financial Partners Rutland Not listed Ongoing planning fee, One-time planning fee
Kevin Theissen HWC Financial Manchester Center Not listed Percentage of assets, Hourly
Louise Gibbs Westview Investment Advisors Burlington Not listed Percentage of assets, Hourly
Matthew Malaney Broadlake Financial Management South Burlington CFA Percentage of assets
Steven Morneau Greenhill Financial Partners Rutland Not listed Ongoing planning fee, One-time planning fee
Thomas Dettre True North Financial Planning South Burlington Not listed Hourly, Fixed fees
Zachary Levine HWC Financial Manchester Center Not listed Percentage of assets, Hourly
Alison Davis Quantum Leap Capital South Burlington Not listed Percentage of assets, Flat fee or retainer
Deirdre Keenan Quantum Leap Capital South Burlington Not listed Percentage of assets, Flat fee or retainer

Firms headquartered in Vermont (34)