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Financial planning in Burlington, VT

8 advisers in Burlington offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 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 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