Advisers in Shelburne, VT

2 advisers in Shelburne — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Antoine 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 reported M. 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 reported

Talking to advisers in Shelburne? 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.