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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
Donald Devost Marble Trail Financial Middlebury Not listed Percentage of assets, Fixed fees
Jordan Lafayette Hanson+Doremus Burlington Not listed Percentage of assets
Matthew Wootten Silver Birch Financial Middlebury Not listed Percentage of assets, Fixed fees
Megan Mandigo Silver Birch Financial Middlebury Not listed Percentage of assets, Fixed fees
Sarah Cocina Hanson+Doremus Burlington Not listed Percentage of assets
Skylar Atkins Marble Trail Financial Middlebury Not listed Percentage of assets, Fixed fees
Stephen Boyce Marble Trail Financial Middlebury Not listed Percentage of assets, Fixed fees
Andrew Murphy Broadlake Financial Management South Burlington Not listed Percentage of assets
Joseph Smithwick Broadlake Financial Management South Burlington Not listed Percentage of assets
Timothy Ryan Alpenglow Advisors Killington Not listed Percentage of assets
David Owen Shipwright Advisors Burlington Not listed Percentage of assets, Fixed fees
John Koller Oppenheimer + Close Arlington Not listed Flat fee or retainer
Linda Armstrong World Market Advisors South Royalton Not listed Hourly
Bret Hodgdon Copper Leaf Financial Williston CFP Percentage of assets, Hourly
Courtney Calotta Donalies Financial Planning Chester CFP Percentage of assets, Hourly
Daryl Spirka Williams Financial North Bennington CFP Percentage of assets, Hourly
David Otto Otto & Associates Norwich CFP Percentage of assets, Hourly
Deborah Maher Otto & Associates Norwich CFP Percentage of assets, Hourly
Jacquelyn Thibeault Copper Leaf Financial Williston CFP Percentage of assets, Hourly
John Davis Copper Leaf Financial Williston CFP Percentage of assets, Hourly
Jonathan Smith Pathway Financial Advisors South Burlington CFP Percentage of assets, Hourly
Jordan MacDougall Pathway Financial Advisors South Burlington CFP Percentage of assets, Hourly
Mary Beth Brigham Pathway Financial Advisors South Burlington CFP Percentage of assets, Hourly
Ryan Bergmann Silverlake Wealth Management Williston CFP Percentage of assets, Hourly
Scott Beaudin Pathway Financial Advisors South Burlington CFP, PFS Percentage of assets, Hourly
Timothy Humphrey Rock Point Advisors Burlington CFP, CFA Percentage of assets
Tyler Cinelli Williams Financial North Bennington CFP Percentage of assets, Hourly
Tyson Fielding Equinox Financial Advisors Manchester Center CFP Percentage of assets, Hourly
Brett Peltzer Intrack Investment Management South Burlington CFA Percentage of assets, Hourly
Christopher Arthur Maple Capital Management Montpelier CFA Percentage of assets
Elizabeth Lewis Maple Capital Management Montpelier CFA Percentage of assets
Georgi Ivanov Maple Capital Management Montpelier CFA Percentage of assets
Matthew Johnson Intrack Investment Management South Burlington CFA Percentage of assets, Hourly
Matthew McBride One DAY in July Burlington CFA Percentage of assets, Fixed fees
Michael Huffman Rock Point Advisors Burlington CFA Percentage of assets
Richard Litchfield Maple Capital Management Montpelier CFA Percentage of assets
Timothy Mazurczak Maple Capital Management Montpelier CFA Percentage of assets
Todd Wulfson Rock Point Advisors Burlington CFA Percentage of assets
Adam Eiklor Copper Leaf Financial Williston Not listed Percentage of assets, Hourly
Antoine Williams Antoine Williams & Associates Wealth Management Shelburne Not listed Percentage of assets, Hourly
Brody Hoffman Maple Capital Management Montpelier Not listed Percentage of assets
Bryan Belisle B.W. Belisle Planning & Strategy Company South Burlington Not listed Percentage of assets, Hourly
Burta Kelly One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Caitlyn Wilkin Maple Capital Management Montpelier Not listed Percentage of assets
Caroline Russell One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Carrie McDonnell One DAY in July Middlebury Not listed Percentage of assets, Fixed fees
Christopher McKeown One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Connor Herbruck Maple Capital Management Montpelier Not listed Percentage of assets
Daniel Cunningham One DAY in July Burlington Not listed Percentage of assets, Fixed fees
David Bogonovich Centurion Wealth Management Dorset Not listed Percentage of assets, Hourly

Firms headquartered in Vermont (34)