Fee-OnlyFinder

Advisers in Vermont

40 advisers in 18 Vermont cities, 40 registered with SEC or state.

Financial planning (33)Hourly fees (26)Flat / fixed fees (22)% of assets managed (39)Retirement plan consulting (17)

Cities

Burlington10 advisersSouth Burlington9 advisersShelburne2 advisersNorwich2 advisersWilliston2 advisersManchester Center2 advisersManchester2 advisersChester1 adviserBennington1 adviserEssex Junction1 adviserWhite River Junction1 adviserRutland1 adviserMontpelier1 adviserMiddlebury1 adviserSaint Johnsbury1 adviserBrattleboro1 adviserS Burlington1 adviserNorth Bennington1 adviser

All advisers in Vermont

44 North Capital, LLC431 Pine Street, Suite 114 · Burlington, VT 05401 · (802) 300-0614 · Financial planningCRD 327552 · % of assets, Fixed fees · $125.1 million AUMSEC registeredNo commissions reportedAfs Wealth Management LLC288 Depot Street · Chester, VT 05143 · (802) 875-8100 · Hourly feesCRD 323315 · % of assets, Hourly charges · $39.8 million AUMState registeredNo commissions reportedAmor Fati Financial Services LLC307 Juniper Drive · South Burlington, VT 05403 · (802) 881-6835 · Financial planningCRD 339487 · % of assets, Hourly chargesState registeredNo commissions reportedAntoine Williams & Associates Wealth Management, LLC2989 Shelburne Road · Shelburne, VT 05482 · (802) 985-8808 · Financial planningCRD 312253 · % of assets, Hourly charges, Fixed fees · $318.9 million AUMSEC registeredNo commissions reportedBennington Financial Planning Group207 West Main Street · Bennington, VT 05201 · (802) 447-1530 · Financial planningCRD 116302 · % of assets, Hourly charges · $281.5 million AUMSEC registeredNo commissions reportedBirchview Capital, LP688 Pine Street, 2nd Floor · Burlington, VT 05401 · (802) 923-3826 · % of assets managedCRD 170534 · % of assets, Performance-based fees · $239.1 million AUMSEC registeredNo commissions reportedBlue Slate Investment Management69 College Street · Burlington, VT 05401 · (802) 242-0019 · Financial planningCRD 332847 · % of assets, Hourly charges · $14.3 million AUMState registeredNo commissions reportedBroadlake Financial Management99 Swift Street, Suite 305 · South Burlington, VT 05403 · (802) 863-4463 · Financial planningCRD 105057 · % of assets · $409.6 million AUMSEC registeredNo commissions reportedChamplain Investment Partners, LLC180 Battery Street, Suite 400 · Burlington, VT 05401 · (802) 846-6200 · % of assets managedCRD 132474 · % of assets, Performance-based fees · $10.2 billion AUMSEC registeredNo commissions reportedClean Yield Asset Management16 Beaver Meadow Rd. · Norwich, VT 05055 · (802) 526-2525 · Flat / fixed feesCRD 104826 · % of assets, Fixed fees, Other · $571.2 million AUMSEC registeredNo commissions reportedCopper Leaf Financial, LLC33 Blair Park Road, Suite 203 · Williston, VT 05495 · (802) 878-2731 · Financial planningCRD 285378 · % of assets, Hourly charges, Fixed fees · $219.6 million AUMSEC registeredNo commissions reportedDwv Advisors, LLC76 Pearl St, Suite 205 · Essex Junction, VT 05452 · (802) 879-3766 · Financial planningCRD 154148 · % of assets · $156.6 million AUMSEC registeredNo commissions reportedEquinox Financial Advisors, INC.16 Lincoln Avenue · Manchester Center, VT 05255 · (802) 367-7750 · Financial planningCRD 312716 · % of assets, Hourly charges · $110.9 million AUMSEC registeredNo commissions reportedFarrow Financial INC1 Kennedy Drive Suite U8 · South Burlington, VT 05403 · (802) 728-4287 · Financial planningCRD 110526 · % of assets, Hourly charges, Fixed fees · $280.1 million AUMSEC registeredNo commissions reportedFenwick Investments, LLC35 Railroad Row, 4th Floor · White River Junction, VT 05001 · (800) 678-4015 · Financial planningCRD 167342 · % of assets, Hourly charges, Other · $15.4 million AUMState registeredNo commissions reportedGreenhill Financial Partners18 S Main St · Rutland, VT 05701 · (802) 383-6700 · Financial planningCRD 329924 · % of assets, Hourly charges, Other · $27.1 million AUMState registeredNo commissions reportedHanson & Doremus Investment Management431 Pine Street, Suite 302 · Burlington, VT 05401 · (802) 658-2668 · Financial planningCRD 108045 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedHutner Capital Management INC.3546 Main Street · Manchester, VT 05254 · (802) 366-8157 · Flat / fixed feesCRD 107896 · % of assets, Fixed fees, Performance-based fees · $271.2 million AUMSEC registeredNo commissions reportedHwc Financial4532 Main Street · Manchester Center, VT 05255 · (802) 227-2279 · Financial planningCRD 299845 · % of assets, Hourly charges, Fixed fees · $60.4 million AUMState registeredNo commissions reportedIntrack Investment Management, INC.1233 Shelburne Road, Suite D-6b · South Burlington, VT 05403 · (802) 658-0625 · Financial planningCRD 106450 · % of assets, Hourly charges, Fixed fees · $275.7 million AUMSEC registeredNo commissions reportedM. Kraus & Company4076 Shelburne Road, Building A, Suite 7-C · Shelburne, VT 05482 · (802) 985-2620 · Hourly feesCRD 106749 · % of assets, Hourly charges, Fixed fees · $559.3 million AUMSEC registeredNo commissions reportedManchester Capital Management LLC3657 Main Street · Manchester, VT 05254 · (802) 362-4410 · Financial planningCRD 110003 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMaple Capital Management, INC.535 Stone Cutters Way · Montpelier, VT 05602 · (802) 229-2838 · Financial planningCRD 130209 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedMarble Trail Advisors88 Main Street · Middlebury, VT 05753 · (802) 388-6300 · Financial planningCRD 154744 · % of assets, Fixed fees, Other · $582.7 million AUMSEC registeredNo commissions reportedMilne Financial Planning, INC.770 Railroad Street · Saint Johnsbury, VT 05819 · (802) 249-7107 · Financial planningCRD 116346 · % of assets, Hourly charges, Fixed fees · $111.3 million AUMSEC registeredNo commissions reportedOak Maple Finance, LLC35 King Street, Suite 10 · Burlington, VT 05401 · (802) 662-2880 · Financial planningCRD 322908 · % of assets, Hourly charges, Fixed fees · $92.5 million AUMState registeredNo commissions reportedOne Day in July LLC77 College St. #3a · Burlington, VT 05401 · (802) 503-8280 · Financial planningCRD 284335 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedOtto & Associates, INC.16 Beaver Meadow Road · Norwich, VT 05055 · (802) 649-1946 · Financial planningCRD 109493 · % of assets, Hourly charges · $286.6 million AUMSEC registeredNo commissions reportedPathway Financial Advisors, LLC725 Community Drive, Suite 402 · South Burlington, VT 05403 · (802) 660-7086 · Financial planningCRD 124801 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedPochop Financial Management, INC.1233 Shelburne Road, Suite 420 · South Burlington, VT 05403 · (802) 865-4900 · Financial planningCRD 141397 · % of assets, Hourly charges · $37.1 million AUMState registeredNo commissions reportedPoulos Advisors, INC.1233 Shelburne Road, C-4 · South Burlington, VT 05403 · (802) 862-7361 · Financial planningCRD 141905 · % of assets, Hourly charges, Fixed fees · $150.4 million AUMSEC registeredNo commissions reportedPrentiss Smith & Company, INC.950 Western Avenue · Brattleboro, VT 05301 · (802) 254-2913 · % of assets managedCRD 110928 · % of assets · $453.1 million AUMSEC registeredNo commissions reportedQuantum Leap Capital, LLC3 Baldwin Ave · South Burlington, VT 05403 · (802) 448-2882 · Financial planningCRD 165310 · % of assets, Hourly charges, Fixed fees · $120.5 million AUMSEC registeredNo commissions reportedRock Point Advisors, LLC77 College Street, 4th Floor · Burlington, VT 05401 · (802) 864-2266 · Financial planningCRD 130825 · % of assets · $655.7 million AUMSEC registeredNo commissions reportedShipwright Advisors50 Lakeside Ave #106 · Burlington, VT 05401 · (802) 777-4288 · Financial planningCRD 329816 · % of assets, Fixed fees · $2.2 million AUMState registeredNo commissions reportedSilverlake Wealth Management LLC33 Blair Park Road, Suite 100 · Williston, VT 05495 · (802) 857-5083 · Financial planningCRD 165525 · % of assets, Hourly charges, Fixed fees · $849.1 million AUMSEC registeredNo commissions reportedStage 2 Planning Partners LLC1233 Shelburne Rd E6 · S Burlington, VT 05403 · (802) 846-1264 · Financial planningCRD 323281 · % of assets, Hourly charges · $106.5 million AUMSEC registeredNo commissions reportedTrue North Financial Planning, LLC68 Randall Street, Suite #120 · South Burlington, VT 05403 · (802) 373-2591 · Financial planningCRD 170555 · Hourly charges, Fixed fees · $5.5 million AUMState registeredNo commissions reportedWestview Investment Advisors118 Pine St. · Burlington, VT 05401 · (802) 489-5342 · Financial planningCRD 305655 · % of assets, Hourly charges, Fixed fees · $228.6 million AUMSEC registeredNo commissions reportedWilliams Financial, LLC12 Main Street · North Bennington, VT 05257 · (866) 986-4469 · Financial planningCRD 137038 · % of assets, Hourly charges, Fixed fees · $209.9 million AUMSEC registeredNo commissions reported