Financial advisors for retirement planning in Vermont
Which financial advisor should I talk to about retirement planning in Vermont?
For retirement planning in Vermont, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Breanna Sykes of Copper Leaf Financial, LLC, Malissa Marshall of Soaring Wealth LLC and William Walsh of Quantum Leap Capital.
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.
- Malissa Marshall Soaring Wealth LLC, Bristol Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- William Walsh Quantum Leap Capital, South Burlington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Rene Pochop Pochop Financial Management, South Burlington Holds the CFP. Fees on file: percentage of assets.
- Susan Goodell Otto & Associates, Inc., Norwich Holds the CFP. Fees on file: percentage of assets, hourly.
- Eric Hallman Westview Investment Advisors, Burlington Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Vermont work on retirement planning?
The Wellspent public graph lists 26 fee-only advisors for retirement planning in Vermont, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Vermont located?
Of the 26 fee-only advisors for retirement planning in Vermont, 7 are in South Burlington, followed by 7 in Burlington and 3 in Rutland.
Plus 5 in other cities.
How do fee-only advisors for retirement planning in Vermont charge?
The most common fee among fee-only advisors for retirement planning in Vermont is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 54% charge by the hour and 38% charge fixed fees.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP, EA and CPA. In Vermont, 27% of the 26 advisors listed hold the CFP.
- CFP27% in Vermont
- The CFP covers income, tax, insurance, and estate decisions together.
- EA4% in Vermont
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA4% in Vermont
- CPAs help with the tax side of withdrawals.
How do Vermont advisors for retirement planning compare with the rest of the US?
27% of fee-only advisors for retirement planning in Vermont hold the CFP, compared with 46% of the 7,304 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 retirement planning.
Does Vermont tax Social Security?
Yes, for some residents. Vermont taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.
What should I ask a financial advisor about retirement planning in Vermont?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Vermont tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | 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 |
| 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 |
| 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 |
| 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 |
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