Shelburne, VT Financial Advisors and Resources



Financial Advisor Firms in Shelburne, VT


M.KRAUS & COMPANY

Website

(802) 985-2620

4076 Shelburne Road
Building A, Suite 7-C
Shelburne, VT 5482

SEC#: 801-52060
Years in Business: 25 years

ONE DAY IN JULY LLC

Website

(802) 777-9768

5247 Shelburne Road
Suite #101
Shelburne, VT 5482

SEC#: 801-113839
Years in Business: 3 years

RANGER ALTERNATIVE MANAGEMENT, L.P.

Website

(214) 871-5200

33 Vista Drive

Shelburne, VT 5482

SEC#: 801-69133
Years in Business: 13 years


How Retirement-Friendly is Shelburne, VT?

  • Population: 525
  • % of Population 62 Years and Over: 44.8%
  • Average Home Value: $267,400
  • Average Monthly Housing Cost: $1,366
  • Average Household Income: $84,319
  • Vermont Total Tax Burden: 10.75% (3rd Highest in U.S.)
  • Vermont Property Tax: 5.04% (2nd Highest in U.S.)
  • Vermont Individual Income Tax: 2.41% (22nd Highest in U.S.)
  • Vermont Sales and Excise Tax: 3.30% (25th Lowest in U.S.)


Shelburne, VT Financial Advisor FAQs

This depends on the financial advisor, the commision model, and how much service you'll get.
Some financial advisors charge a percentage of total assets handled or take a fixed annual fee -then there's performance based compensation.
One of the best ways to find a financial advisor is by asking friends, family, and colleagues for their recommendations. Another great technique is to read up on the credentials of potential advisors in order to better inform your decision.
Financial advisors typically work for banks, credit unions, mutual funds or other financial institutions. They help to analyse the client's personal situation and recommend options for addressing their short-term and lifetime goals.