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Financial Advisors

ADDISONMANAGEMENT, INC.

Financial Advisor serving Shelburne, Vermont · 1 of 3 financial advisors in the area

📍 29 HARBOR ROAD, SUITE 200, Shelburne, Vermont
📞 802-923-••••
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📍 29 HARBOR ROAD, SUITE 200, Shelburne, Vermont

About ADDISONMANAGEMENT, INC.

ADDISONMANAGEMENT, INC. is a financial advisor located in Shelburne, Vermont. As a local financial advisor, they serve Shelburne and surrounding communities in Vermont. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Shelburne should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Vermont securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Shelburne

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Shelburne may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Shelburne

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Shelburne?
Financial Advisors in Shelburne typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Shelburne?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Shelburne to choose from.
Does ADDISONMANAGEMENT, INC. offer free quotes?
Contact ADDISONMANAGEMENT, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Shelburne

M. KRAUS & COMPANY

4076 SHELBURNE ROAD, SHELBURNE, VT 05482

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

2989 SHELBURNE ROAD, SHELBURNE, VT 05482