A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
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Fee-Only Financial Planners in Vermont:
Donald Dempsey
CFP®
Dempsey Investment Management
South Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Social investing
Fee-Only Financial Planning and Investment Management Located in Burlington, VT
Peter W Post
CFP®
Post Investment Management
Charlotte, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Charlotte, VT, serving clients locally and across the country
Jamie Milne
CFP®, CDFA®
Milne Financial Planning
Barre, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner With Offices in Burlington, Barr, and St. Johnsbury, VT
Kevin Nulton
JD, CFP®
Titanium Advisors, LLC
Quechee, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Franklin and Newton, MA and Quechee, VT.
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
