3 advisors with offices in Rutland. Credentials, fee structures, and minimums are disclosed on each listing.
Rutland, Vermont
One Day In July is a fiduciary investment advisory firm based in Rutland, Vermont, serving clients across New England and the United States. The firm constructs portfolios using low-cost, diversified index exchange-traded funds with an emphasis on tax efficiency. It serves a broad clientele including high net worth individuals, families, business owners, foundations, and nonprofits, and offers direct access to financial advisors.
View detailsRutland, Vermont
RNL & Associates is an investment advisory firm in Rutland, Vermont. Services include Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsRutland, Vermont
Independent RIA
Trust Company of Vermont is an independent, employee-owned fiduciary firm based in Rutland that provides investment management, trust administration, estate planning, and retirement solutions to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using modern portfolio theory and direct security ownership to minimize fees and tax impact, with guidance from a ten-member Trust Investment Committee. Its team includes professionals with credentials such as CFP® and CFA designations, and the firm integrates investment, tax, and estate planning services to support clients' long-term objectives.
View detailsAdvisors serving Rutland specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Vermont's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.