How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in North Bennington, Vermont

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for North Bennington, Vermont, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in North Bennington, Vermont

North Bennington has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in North Bennington, Vermont have an average of 34 years of experience.

NOTE: The list of vetted financial advisors in North Bennington, Vermont mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in North Bennington, Vermont.

Qualified Financial Advisors in North Bennington, Vermont

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Minich MacGregor Wealth Management21 Congress St, Ste 203Saratoga Springs, NY 12866	N/A	$850,000,000	$250,000	Fee-Based
Edelman Financial Engines, LLC28 Corporate DriveClifton Park, NY 12065	N/A	$0	Not Specified	Fee-Only
Thomas BrownPioneer Wealth Management @ Pioneer Bank HeadquartersAlbany, NY 12211	N/A	$40,831,751	$250,000	Fee-Based

Financial Advisor

Minich MacGregor Wealth Management21 Congress St, Ste 203Saratoga Springs, NY 12866

ExperienceN/A

AUM$850,000,000

Minimum Assets$250,000

Fee StructureFee-Based

Financial Advisor

Edelman Financial Engines, LLC28 Corporate DriveClifton Park, NY 12065

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Thomas BrownPioneer Wealth Management @ Pioneer Bank HeadquartersAlbany, NY 12211

ExperienceN/A

AUM$40,831,751

Minimum Assets$250,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in North Bennington, Vermont

VETTED

Minich MacGregor Wealth Management

About Minich MacGregor Wealth Management

From expert financial planning and meticulous portfolio management to insightful guidance on 401K & 403B plans, we're here to provide you with the knowledge and tools you need to confidently navigate your financial future.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications

Firm CRD# 151237

Compensation/Fee

Fee-Based, Based on Assets

Office Location

21 Congress St, Ste 203,Saratoga Springs,NY 12866

Phone Number

518-499-4565

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Location

28 Corporate Drive,Suite 101,Clifton Park,NY 12065

Phone Number

877-208-7414

VETTED

Thomas Brown

About Brown Financial Management Group LLC

........

Advisory Services Provided

Qualifications

Firm CRD# 282501

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Office Location

Pioneer Wealth Management @ Pioneer Bank Headquarters,652 Albany Shaker Rd.,Albany,NY 12211

Phone Number

518-464-9974

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in North Bennington, Vermont

North Bennington, Vermont is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in North Bennington, Vermont are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in North Bennington, Vermont, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


NLG CAPITAL, INC.Montpelier, VT	43	8	$35,941,367,795	Other (AT COST TO AN AFFILIATE)
CHAMPLAIN INVESTMENT PARTNERS, LLCBurlington, VT	42	119	$17,319,756,035	A percentage of AUM, Performance Based
MANCHESTER CAPITAL MANAGEMENT LLCManchester, VT	37	1684	$3,688,455,226	A percentage of AUM, Fixed fees
MAPLE CAPITAL MANAGEMENT, INC.Montpelier, VT	23	2649	$1,723,412,484	A percentage of AUM, Hourly charges
TRG INVESTMENT ADVISORS, LLCBrattleboro, VT	7	534	$1,113,838,194	A percentage of AUM, Fixed fees
ONE DAY IN JULY LLCBurlington, VT	20	3737	$1,089,449,663	A percentage of AUM, Fixed fees
PATHWAY FINANCIAL ADVISORS, LLCSouth Burlington, VT	11	912	$782,973,506	A percentage of AUM, Hourly charges, Fixed fees
HANSON & DOREMUS INVESTMENT MANAGEMENTBurlington, VT	14	1390	$736,675,665	A percentage of AUM, Hourly charges
CLEAN YIELD ASSET MANAGEMENTNorwich, VT	9	645	$538,765,642	A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
ROCK POINT ADVISORS, LLCBurlington, VT	9	483	$527,281,163	A percentage of AUM
M. KRAUS & COMPANYShelburne, VT	5	486	$523,512,825	A percentage of AUM, Hourly charges, Fixed fees
MARBLE TRAIL ADVISORSMiddlebury, VT	9	1302	$490,221,306	A percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)
SILVERLAKE WEALTH MANAGEMENT LLCWilliston, VT	10	606	$485,680,764	A percentage of AUM, Hourly charges, Fixed fees
PRENTISS SMITH & COMPANY, INC.Brattleboro, VT	9	655	$439,065,707	A percentage of AUM, Fixed fees
BROADLAKE FINANCIAL MANAGEMENTSouth Burlington, VT	4	1178	$322,510,452	A percentage of AUM