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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
David Bosworth Maple Capital Management Montpelier Not listed Percentage of assets
Fjolla Buza-Sotak Maple Capital Management Montpelier Not listed Percentage of assets
Hans Smith Silverlake Wealth Management Burlington Not listed Percentage of assets, Hourly
Jackson Bargiello Rock Point Advisors Burlington Not listed Percentage of assets
Jennifer Martinez One DAY in July Burlington Not listed Percentage of assets, Fixed fees
John Slane One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Kevin Murray One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Mark Doehla Great Diamond Partners Stowe Not listed Percentage of assets, Hourly
Matthew Sopher Intrack Investment Management South Burlington Not listed Percentage of assets, Hourly
Meredith Phippen Williams Financial North Bennington Not listed Percentage of assets, Hourly
Myron Sopher Intrack Investment Management South Burlington Not listed Percentage of assets, Hourly
Nancy Westbrook One DAY in July Burlington Not listed Percentage of assets, Fixed fees
Neven Kraguljevic Guiding Wealth Management Burlington Not listed Percentage of assets, Hourly
Ramsey Luhr Maple Capital Management Montpelier Not listed Percentage of assets
Richard Briand Silverlake Wealth Management Williston Not listed Percentage of assets, Hourly
Seth Gillim One DAY in July Morrisville Not listed Percentage of assets, Fixed fees
Theodore Riehle Silverlake Wealth Management Williston Not listed Percentage of assets, Hourly
Thomas Rawlings Maple Capital Management Montpelier Not listed Percentage of assets
Timothy Wooster Maple Capital Management Montpelier Not listed Percentage of assets
Tina Lagrow Antoine Williams & Associates Wealth Management Shelburne Not listed Percentage of assets, Hourly
William Koster One DAY in July Vergennes Not listed Percentage of assets, Fixed fees

Firms headquartered in Vermont (34)