Advisor at Envest Asset Management, 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
Envest Asset Management, LLC
Location
Dorset, VT
Credentials
CFP®, Series 66
Industry experience
19 years
Karen Ogden is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. She currently works at Envest Asset Management, LLC and has held prior roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management, LLC serves individuals—including high-net-worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm employs a holistic advisement philosophy that may include socially responsible and ESG investing, primarily using passive, asset-class oriented portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis and third-party managers.
Based on Envest Asset Management, LLC
Based on Envest Asset Management, LLC
Comprehensive financial planning only fees generally $5,000 (can be more or less based on complexity), payable in two installments; annual updates fees not less than $600.
$1 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 0.95% $2,500,001 - $5,000,000: 0.85% $5,000,001+: Negotiated
Financial planning hourly rate between $150 and $250 per hour, depending on complexity.
Account minimum: Negotiable; accounts under $100,000 may be accepted at firm's discretion, but smaller accounts may pay higher fees Minimum fee: Fixed fees ranging from $500 to $2,500 for accounts less than $250,000, typically depending on account nature; minimum fees may be waived.
Dorset, VT
Connecticut · Vermont
Envest Asset Management, LLC
2022 - Present (4 years)
Purkiss Capital Advisors, Inc.
2021 - 2022 (1 year)
Guggenheim Securities, LLC
2016 - 2021 (5 years)
Unemployed
2016 - 2016 (1 year)
Woodcock Nature Center
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Dorset, VT
Evergreen RIA, LLC
Series 63, Series 66
Manchester Center, VT
HWC Financial
Series 66
Manchester Center, VT
HWC Financial
CFP®, Series 63, Series 65
Manchester Center, VT
Equinox Financial Advisors, Inc.
Series 65
Manchester, VT
Hutner Capital Management Inc.
CFP®, Series 63, Series 66
East Dorset, VT
Wealthcare Capital Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")