Financial advisors
Fee-only financial advisors in Vermont
40 fee-only investment advisers in Vermont serve individuals, across 19 cities. 31 offer hourly or flat-fee arrangements and 28 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
Fee-only advisers in Vermont serving the most individuals
- Maple Capital Management, Inc. Montpelier · 1,563 individual clients
- One Day in July LLC Burlington · 1,351 individual clients
- Silverlake Wealth Management LLC Williston · 1,028 individual clients
- Hanson & Doremus Investment Management Burlington · 584 individual clients
- Broadlake Financial Management South Burlington · 451 individual clients
- 44 North Capital, LLC Burlington · 425 individual clients
- Marble Trail Advisors Middlebury · 368 individual clients
- Quantum Leap Capital, LLC South Burlington · 333 individual clients
- Antoine Williams & Associates Wealth Management, LLC Shelburne · 324 individual clients
- Equinox Financial Advisors, Inc. Manchester Center · 312 individual clients
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Other Vermont cities
Brattleboro
Chester
Essex JCT
- Ams Management $9.5M
Essex Junction
- DWV Advisors, LLC $157M
Lower Waterford
Manchester
Manchester Center
Middlebury
- Marble Trail Advisors $583M
Montpelier
Morgan
- Arque Advisors, LLC $6.3M
North Bennington
- Williams Financial, LLC $210M
Norwich
Rutland
Saint Johnsbury
Shelburne
Stowe
- BTV Capital LLC $14M
Williston
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.