Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Vermont

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Vermont
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Vermont, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 31 non-vetted financial advisors in Vermont, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Vermont have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Vermont

Top Financial Advisor Firms in Vermont (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NLG CAPITAL, INC. One National Life Drive, Montpelier, VT, 05604	109396	$35,941,367,795	8	Other (AT COST TO AN AFFILIATE)
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	132474	$17,319,756,035	119	A percentage of AUM, Performance Based
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street, Manchester, VT, 05254	110003	$3,688,455,226	1684	A percentage of AUM, Fixed fees
ESI FINANCIAL ADVISORS One National Life Drive, Montpelier, VT, 05604	265	$2,124,751,345	11558	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way, Montpelier, VT, 05602	130209	$1,723,412,484	2649	A percentage of AUM, Hourly charges
TRG INVESTMENT ADVISORS, LLC 48 Harris Place, Brattleboro, VT, 05301	315629	$1,113,838,194	534	A percentage of AUM, Fixed fees
ONE DAY IN JULY LLC 77 College St. #3a, Burlington, VT, 05401	284335	$1,089,449,663	3737	A percentage of AUM, Fixed fees
PATHWAY FINANCIAL ADVISORS, LLC 2 Market Street, South Burlington, VT, 05403	124801	$782,973,506	912	A percentage of AUM, Hourly charges, Fixed fees
HANSON & DOREMUS INVESTMENT MANAGEMENT 431 Pine Street, Suite 302 Burlington, VT, 05401	108045	$736,675,665	1390	A percentage of AUM, Hourly charges
CLEAN YIELD ASSET MANAGEMENT 16 Beaver Meadow Rd., Norwich, VT, 05055	104826	$538,765,642	645	A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
ROCK POINT ADVISORS, LLC 77 College Street, 4th Floor, Burlington, VT, 05401-4014	130825	$527,281,163	483	A percentage of AUM
M. KRAUS & COMPANY 4076 Shelburne Road, Building A, Suite 7-C Shelburne, VT, 05482	106749	$523,512,825	486	A percentage of AUM, Hourly charges, Fixed fees
MARBLE TRAIL ADVISORS 5 Court Street, Middlebury, VT, 05753	154744	$490,221,306	1302	A percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)
SILVERLAKE WEALTH MANAGEMENT LLC 33 Blair Park Road, Suite 100 Williston, VT, 05495	165525	$485,680,764	606	A percentage of AUM, Hourly charges, Fixed fees
PRENTISS SMITH & COMPANY, INC. 950 Western Avenue, Brattleboro, VT, 05301	110928	$439,065,707	655	A percentage of AUM, Fixed fees

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