Directory · VT

Fiduciary advisors in Vermont

Vermont has relatively high income tax rates and taxes most retirement income, including Social Security for higher earners. Burlington and Montpelier host the state's advisory community. Vermont's aging population — second-oldest median age in the nation — drives strong demand for retirement income planning, long-term care planning, and estate strategies. Vermont advisors often serve seasonal residents, small business owners, and retirees who value the state's quality of life and are willing to accept higher taxes for the lifestyle.

18 listed 11 cities
18 results in Vermont

Merrill Lynch Wealth Management

4.3(3)

Burlington, Vermont

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management operates a Burlington, Vermont office offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management across a broad range of client needs. More information about specific service offerings, fee arrangements, and advisor credentials is available directly from the firm.

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Finding an advisor in Vermont

This listing shows advisory firms with offices in Vermont. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.

If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.

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