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Find Retirement Advisors for Retirement Planning in Vermont, Burlington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 8 Retirement Planning firms in Burlington, Vermont (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42	A percentage of AUM, Performance Based
2	77 College St. #3a, Burlington, VT, 05401	$1,089,449,663	3737	20	A percentage of AUM, Fixed fees
3	431 Pine Street, Suite 302 Burlington, VT, 05401	$736,675,665	1390	14	A percentage of AUM, Hourly charges
4	77 College Street, 4th Floor, Burlington, VT, 05401-4014	$527,281,163	483	9	A percentage of AUM
5	118 Pine St., Burlington, VT, 05401	$196,770,348	471	4	A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
6	688 Pine Street, 2nd Floor Burlington, VT, 05401	$188,066,895	16	3	A percentage of AUM, Performance Based
7	Three Main Street, Suite 215 Burlington, VT, 05401	$123,173,578	4	11	A percentage of AUM
8	431 Pine Street, Suite 114 Burlington, VT, 05401	$104,480,973	327	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Burlington, Vermont

CHAMPLAIN INVESTMENT PARTNERS, LLC

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QualificationsFirm CRD# 132474

Assets Under Management $17,319,756,035

No. Of Clients119

Clients Per Financial Advisor3

CHAMPLAIN INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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ONE DAY IN JULY LLC

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QualificationsFirm CRD# 284335

Assets Under Management $1,089,449,663

No. Of Clients3737

Clients Per Financial Advisor187

ONE DAY IN JULY LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3737 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PORTFOLIO MANAGEMENT FOR NON-PROFITS)

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HANSON & DOREMUS INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 108045

Assets Under Management $736,675,665

No. Of Clients1390

Clients Per Financial Advisor99

HANSON & DOREMUS INVESTMENT MANAGEMENT is a financial advisory firm situated in Burlington, Vermont. With a nearly $737M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1390 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (ROBOADVISORY SERVICE)

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ROCK POINT ADVISORS, LLC

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QualificationsFirm CRD# 130825

Assets Under Management $527,281,163

No. Of Clients483

Clients Per Financial Advisor54

ROCK POINT ADVISORS, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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WESTVIEW INVESTMENT ADVISORS

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QualificationsFirm CRD# 305655

Assets Under Management $196,770,348

No. Of Clients471

Clients Per Financial Advisor118

WESTVIEW INVESTMENT ADVISORS is a financial advisory firm situated in Burlington, Vermont. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 471 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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BIRCHVIEW CAPITAL, LP

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QualificationsFirm CRD# 170534

Assets Under Management $188,066,895

No. Of Clients16

Clients Per Financial Advisor5

BIRCHVIEW CAPITAL, LP is a financial advisory firm situated in Burlington, Vermont. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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TEUCRIUM INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 318799

Assets Under Management $123,173,578

No. Of Clients4

Clients Per Financial Advisor0

TEUCRIUM INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for investment companies

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44 NORTH CAPITAL, LLC

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QualificationsFirm CRD# 327552

Assets Under Management $104,480,973

No. Of Clients327

Clients Per Financial Advisor109

44 NORTH CAPITAL, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING)

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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