Fiduciary advisors in Burlington, VT
8 registered advisers
Residents of Burlington, Vermont looking for fiduciary financial advice have 8 SEC-registered options locally. Among them, 7 are fee-only practices that accept no sales commissions.
44 NORTH CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$114M
Minimum--
Clients402
BIRCHVIEW CAPITAL, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$183M
Minimum--
Clients16
CHAMPLAIN INVESTMENT PARTNERS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$10.2B
Minimum--
Clients88
HANSON & DOREMUS INVESTMENT MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients1,557
ONE DAY IN JULY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients4,011
ROCK POINT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.20%
AUM$560M
Minimum--
Clients474
TEUCRIUM INVESTMENT ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$495M
Minimum--
Clients7
WESTVIEW INVESTMENT ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$229M
Minimum--
Clients476