Top financial advisors in White River Junction, VT
We’ve curated a list of the best financial advisors in White River Junction, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$499,675,083
Number of advisors
11 advisors
| $499,675,083 | 11 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in White River Junction, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case White River Junction. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Summit Wealth Group LLC
Summit Wealth Group LLC, established in January 2014 and registered with the SEC since January 2016, offers personalized life planning and wealth management services to various clients. The firm's mission is to enhance clients' financial well-being by understanding their unique goals. Services include financial life planning, ongoing financial advice, asset management, tax preparation, and financial consulting. Clients engaging in wealth management services are required to complete a financial plan, and the firm manages assets on a discretionary basis. SWG recommends the use of Schwab Advisor Services as a custodian/broker, with trade execution and custody services provided by Schwab. The firm may receive compensation from third-party managers and may pay referral fees to solicitors. Clients must vote on proxies related to their investments. SWG does not require prepayment of fees more than six months in advance and has no material financial circumstances affecting its ability to meet obligations. Clients must have at least $1,000,000 to engage with the firm, although this minimum may be waived at SWG's discretion.
$499,675,083 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in White River Junction, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case White River Junction. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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