Fee-Only Financial Planners in Vermont

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.

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.

John Davis

Copper Leaf Financial, LLC

Williston, VT

Bret Hodgdon

Copper Leaf Financial, LLC

Williston, VT

Susan Goodell

Otto & Associates, Inc.

Norwich, VT

Christopher Rhim

Green View Advisors, LLC

Norwich, VT

Daryl Spirka

Williams Financial, LLC

Bennington, VT

Scott Beaudin

Pathway Financial Advisors, LLC

South Burlington, VT

James Miller

Pathway Financial Advisors, LLC

South Burlington, VT

Priscilla Gilbert

CenterPoint Financial, Inc.

Montpelier, VT

Rebecca Walsh

Pathway Financial Advisors, LLC

South Burlington, VT

Michael Thompson

Copper Leaf Financial, LLC

Williston, VT

Anthony Hemmelgarn

Pathway Financial Advisors, LLC

South Burlington, VT

Henry Scheier

Fine Plan Professional Corporation

Norwich, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser