Financial advisors for tax planning in Vermont
Which financial advisor should I talk to about tax planning in Vermont?
For tax planning in Vermont, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Malissa Marshall of Soaring Wealth LLC, Rene Pochop of Pochop Financial Management 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.
- Malissa Marshall Soaring Wealth LLC, Bristol Holds the EA and 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.
- Henry Preston Veteran Wealth Planning, Ferrisburgh Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Bartholomew Earley Manchester Capital Management, Manchester Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Eileen McCaffrey Marble Trail Financial, Middlebury Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Dennis Voigt DWV Advisors, Essex Junction Fees on file: ongoing planning fee.
How many fee-only financial advisors in Vermont work on tax planning?
The Wellspent public graph lists 25 fee-only advisors for tax planning in Vermont, at 12 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Vermont located?
Of the 25 fee-only advisors for tax planning in Vermont, 6 are in Manchester, followed by 6 in Middlebury and 4 in South Burlington.
Plus 4 in other cities.
How do fee-only advisors for tax planning in Vermont charge?
The most common fee among fee-only advisors for tax planning in Vermont is a percentage of assets, used by 92% of the 25 with fees on file. Many use more than one: 68% charge fixed fees and 24% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA and CFP. In Vermont, 24% of the 25 advisors listed hold the CFP.
- EA4% in Vermont
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP24% in Vermont
- The CFP connects tax decisions to the rest of the plan.
How do Vermont advisors for tax planning compare with the rest of the US?
24% of fee-only advisors for tax planning in Vermont hold the CFP, compared with 50% of the 5,860 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 tax planning.
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.
What should I ask a financial advisor about tax planning in Vermont?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Vermont tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Rene Pochop | Pochop Financial Management | South 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 |
| 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 |
| Eileen McCaffrey | Marble Trail Financial | Middlebury | CFP | 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 |
| 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 |
| Kevin Theissen | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| 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 |
| Donald Devost | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
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