Fiduciary advisors in Montpelier, VT

3 registered advisers

SEC registration data shows 3 fiduciary advisory firms in Montpelier, Vermont. 2 are fee-only.

ESI FINANCIAL ADVISORS

Also Compensated via Brokerage
Montpelier, VermontCRD #265
Typical Fee0.45%
AUM$2.5B
Minimum--
Clients12,116

MAPLE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montpelier, VermontCRD #130209
Typical Fee--
AUM$2.2B
Minimum--
Clients3,069

NLG CAPITAL, INC.

Fee-Only, No ConflictsClean Record
Montpelier, VermontCRD #109396
Typical Fee--
AUM$45.3B
Minimum--
Clients9
Fiduciary Advisors in Montpelier, Vermont | FiduciaryListings