Financial advisors for estate planning in Vermont
Which financial advisor should I talk to about estate planning in Vermont?
For estate planning in Vermont, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Breanna Sykes of Copper Leaf Financial, LLC, Jonathan Landry of 44 North Capital and Henry Preston of Veteran Wealth Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Breanna Sykes Copper Leaf Financial, LLC, Rutland Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Jonathan Landry 44 North Capital, Burlington Holds the CFP. Fees on file: percentage of assets.
- Henry Preston Veteran Wealth Planning, Ferrisburgh Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Rene Pochop Pochop Financial Management, South Burlington Holds the CFP. Fees on file: percentage of assets.
- Benjamin Nostrand Westview Investment Advisors, Burlington Holds the CFP. Fees on file: percentage of assets, hourly.
- Griffin Sivret Manchester Capital Management, Manchester Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Vermont work on estate planning?
The Wellspent public graph lists 30 fee-only advisors for estate planning in Vermont, at 16 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Vermont located?
Of the 30 fee-only advisors for estate planning in Vermont, 8 are in Burlington, followed by 6 in Manchester and 4 in South Burlington.
Plus 7 in other cities.
How do fee-only advisors for estate planning in Vermont charge?
The most common fee among fee-only advisors for estate planning in Vermont is a percentage of assets, used by 87% of the 30 with fees on file. Many use more than one: 60% charge fixed fees and 40% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and CPA. In Vermont, 30% of the 30 advisors listed hold the CFP.
- CFP30% in Vermont
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA3% in Vermont
- CPAs help with estate and gift tax filings.
How do Vermont advisors for estate planning compare with the rest of the US?
30% of fee-only advisors for estate planning in Vermont hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Vermont. Light bars are all US advisors for estate planning.
Does Vermont have an estate tax?
Yes. Vermont has its own estate tax, separate from the federal one, and its threshold can be lower.
What should I ask a financial advisor about estate planning in Vermont?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- How would you plan for Vermont's estate tax as well as the federal one?
How current is this list of fee-only advisors for estate planning in Vermont?
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 30 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Breanna Sykes | Copper Leaf Financial, LLC | Rutland | CFP, CPA/PFS | Percentage of assets, One-time planning fee |
| 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 |
| Brian Vogel | Manchester Capital Management | Manchester | CFA | Percentage of assets, Fixed fees |
| Beth Wilson | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| 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 |
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