Fee-only adviser · Burlington, VT
Shipwright Advisors
Shipwright Advisors is a fee-only investment adviser registered with the securities regulators of Ohio, Vermont, with its main office in Burlington, Vermont. On its latest Form ADV, filed March 30, 2026, it reports $2.2M in regulatory assets under management, 18 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio, Vermont |
|---|---|
| Firm CRD number | 329816 |
| Office | 50 Lakeside Ave #106 Burlington, VT 05401 |
| Phone | (802) 777-4288 |
| Website | shipwrightadvisors.com |
| Regulatory assets under management | $2.2M |
| Individual clients | 16 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burlington
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- Hanson & Doremus Investment Management $1.1B
- 44 North Capital, LLC $125M
- Stage 2 Planning Partners LLC $106M
- Rock Point Advisors, LLC $656M
- Westview Investment Advisors $229M
See all 10 fee-only advisers in Burlington →
Nearby
- South Burlington 8 firms
- Shelburne 2 firms
- Williston 2 firms
- Essex JCT 1 firm
- Essex Junction 1 firm
- Stowe 1 firm
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