TRUE NORTH FINANCIAL PLANNING, LLC
South Burlington, VT
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(802) 373-2591
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VT
57 advisers found
SHIPWRIGHT ADVISORS
Burlington, VT
AUM
$2.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8027774288
SCOUT
VT
AUM
$798K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
323-576-6750
AUM
—
Financial Planning
Team
13 advisors
Clients
More than 500
Fees
Fixed fees
917-426-6711
AMOR FATI FINANCIAL SERVICES LLC
South Burlington, VT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
802-881-6835
AUM
—
Financial PlanningTrusts & Estates
Team
5 advisors
Clients
More than 500
Fees
Fixed fees
(612) 965-4286
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
802-238-7591
BENNINGTON FINANCIAL PLANNING GROUP
Bennington, VT
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-447-1530
Full profileNo website
DWV ADVISORS, LLC
Essex Junction, VT
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
802-879-3766
Full profileNo website
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