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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
107 advisers found
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
BEANSTOX
Montreal, Quebec, VT
AUM
$14.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Subscription fees; Fixed fees
(514) 849-1056
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
AUM
$12.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(646) 346-1048
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
PENSIONBEE
London, VT
AUM
$4.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
+44(0)20 3457 8444
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