Fee-OnlyFinder

Advisers in Burlington, VT

10 advisers in Burlington — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

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 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 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 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 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 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 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 reported
Talking to advisers in Burlington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.