Advisor at B.W. Belisle Planning & Strategy Company LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
B.W. Belisle Planning & Strategy Company LLC
Location
South Burlington, VT
Credentials
Series 66
Industry experience
25 years
Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.
Based on B.W. Belisle Planning & Strategy Company LLC
Based on B.W. Belisle Planning & Strategy Company LLC
Financial planning fixed fees between $1,000 and $1,500
All Assets - All Assets: 1.00% annually (Flat Fee Option) All Assets - All Assets: 0.75% annually + $1,000 per year ($250/quarter) (Integrated Fee Option)
Hourly fee for financial planning services: $100 per hour
Fee-only: Financial Planning Fees: $1,000 to $1,500 (fixed fees); Hourly Fees: $100 per hour
South Burlington, VT
Vermont
B.W. Belisle Planning & Strategy Company
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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