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 Sales
Burlington, VermontCRD #327552
Typical Fee--
AUM$114M
Minimum--
Clients402

BIRCHVIEW CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #170534
Typical Fee--
AUM$183M
Minimum--
Clients16

CHAMPLAIN INVESTMENT PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Burlington, VermontCRD #132474
Typical Fee--
AUM$10.2B
Minimum--
Clients88

HANSON & DOREMUS INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Burlington, VermontCRD #108045
Typical Fee--
AUM$1.1B
Minimum--
Clients1,557

ONE DAY IN JULY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #284335
Typical Fee--
AUM$1.4B
Minimum--
Clients4,011

ROCK POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #130825
Typical Fee1.20%
AUM$560M
Minimum--
Clients474

TEUCRIUM INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Burlington, VermontCRD #318799
Typical Fee--
AUM$495M
Minimum--
Clients7

WESTVIEW INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #305655
Typical Fee--
AUM$229M
Minimum--
Clients476
Fiduciary Advisors in Burlington, Vermont | FiduciaryListings