COPPER LEAF FINANCIAL, LLC
Williston, VT
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-878-2731
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VT
57 advisers found
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-894-2067
AUM
$213.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
617-523-4666
WILLIAMS FINANCIAL, LLC
North Bennington, VT
AUM
$209.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-986-4469
AUM
$204.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
240-888-2573
AUM
$177.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-329-9043
POULOS ADVISORS, INC.
South Burlington, VT
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-862-7361
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
843-654-1377
AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
617-865-3949
44 NORTH CAPITAL, LLC
Burlington, VT
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
802-300-0614
QUANTUM LEAP CAPITAL, LLC
South Burlington, VT
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(802) 448-2882
MILNE FINANCIAL PLANNING, INC.
Saint Johnsbury, VT
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
802-249-7107
AUM
$106.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(603) 956-4977
STAGE 2 PLANNING PARTNERS LLC
S Burlington, VT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
802-846-1264
EQUINOX FINANCIAL ADVISORS, INC.
Manchester Center, VT
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(802) 367-7750
OAK MAPLE FINANCE, LLC
Burlington, VT
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(802) 662-2880
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(208)254-0142
HWC FINANCIAL
Manchester Center, VT
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(802) 227-2279
EMG
South Burlington, VT
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
802-879-1881
POCHOP FINANCIAL MANAGEMENT, INC.
South Burlington, VT
AUM
$37.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
802-865-4900
AUM
$34.7M
Financial PlanningWealth Mgmt
Team
40 advisors
Clients
More than 500
Fees
Fixed fees
6172273825
GREENHILL FINANCIAL PARTNERS
Rutland, VT
AUM
$25.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
802-383-6700
FENWICK INVESTMENTS, LLC
White River Junction, VT
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-678-4015
BLUE SLATE INVESTMENT MANAGEMENT
Burlington, VT
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
802-242-0019