Fee-only financial advisors in Burlington, Vermont
Which fee-only financial advisor should I talk to in Burlington?
Start with a fee-only advisor in Burlington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Evan Pemberton of Hanson+Doremus, Timothy Humphrey of Rock Point Advisors and Jonathan Landry of 44 North Capital, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Evan Pemberton Hanson+Doremus Holds the CFP and CFA. Fees on file: percentage of assets.
- Timothy Humphrey Rock Point Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Jonathan Landry 44 North Capital Holds the CFP. Fees on file: percentage of assets.
- Matthew McBride One DAY in July Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Corrie Parker Oak Maple Finance, LLC Holds the CFP. Fees on file: percentage of assets, hourly.
- Eric Hallman Westview Investment Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 36
- Firms
- 10
- Hold the CFP
- 31%
- Other credentials: CFA 31%
- How they charge (of 36 with fees on file): percentage of assets 100% · fixed fees 50% · hourly 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Burlington by what you need
Find an advisor in Vermont by fee, assets, or credential
Questions about fee-only advisors in Burlington
How many fee-only advisors in Burlington are there?
The Wellspent public graph lists 36 fee-only advisors in Burlington, at 10 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Burlington focus on?
The most common focus among fee-only advisors in Burlington is estate planning (8), followed by family wealth transfer (8) and retirement planning (7). Advisors can list more than one.
How do fee-only advisors in Burlington charge?
All 36 fee-only advisors in Burlington with fees on file charge a percentage of assets. Many use more than one: 50% charge fixed fees and 22% charge by the hour.
How many fee-only advisors in Burlington hold the CFP?
31% of the 36 fee-only advisors in Burlington hold the CFP certification, based on the credentials listed on each record.
Does Vermont tax income on top of federal tax?
Yes. Vermont has a state income tax, so a financial plan for a Vermont resident should project it alongside federal tax.
How current is this list of fee-only advisors in Burlington?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 36 advisors in Burlington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jonathan Landry | 44 North Capital | Burlington | CFP | Percentage of assets |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Alexander Watson | Hanson+Doremus | Burlington | CFP, CFA | Percentage of assets |
| Arthur Wright | Hanson+Doremus | Burlington | CFP | Percentage of assets |
| 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 |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Joplin Wallace | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Joshua Graham | Westview Investment Advisors | Burlington | CFA | Percentage of assets, Hourly |
| Matthew Little | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| 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 |
| Mark Andrews | Hanson+Doremus | Burlington | CFA | Percentage of assets |
| Neil Macker | Hanson+Doremus | Burlington | CFA | Percentage of assets |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Jordan Lafayette | Hanson+Doremus | Burlington | Not listed | Percentage of assets |
| Sarah Cocina | Hanson+Doremus | Burlington | Not listed | Percentage of assets |
| David Owen | Shipwright Advisors | Burlington | Not listed | Percentage of assets, Fixed fees |
| Timothy Humphrey | Rock Point Advisors | Burlington | CFP, CFA | Percentage of assets |
| Matthew McBride | One DAY in July | Burlington | CFA | Percentage of assets, Fixed fees |
| Michael Huffman | Rock Point Advisors | Burlington | CFA | Percentage of assets |
| Todd Wulfson | Rock Point Advisors | Burlington | CFA | Percentage of assets |
| Burta Kelly | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Caroline Russell | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Christopher McKeown | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| Daniel Cunningham | One DAY in July | Burlington | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
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