Advisor at Blue Bear Financial, 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
Blue Bear Financial, LLC
Location
Montpelier, VT
Credentials
CFP®, Series 65, Series 66
Industry experience
15 years
Priscilla Gilbert is a CFP® professional with 15 years of industry experience. She is the sole advisor at Blue Bear Financial, LLC, and previously worked at CenterPoint Financial, Inc. for 11 years. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporates both fundamental and technical analysis, and offers specialized services such as options strategies and retirement-plan advisory support.
Based on Blue Bear Financial, LLC
Based on Blue Bear Financial, LLC
Fixed fee financial planning engagements based on expected hours; ongoing financial planning fees range from $5,000 to $10,000 in the first year and up to $2,400 quarterly thereafter.
$0+: up to 1.65% annually for investment management services (fees are negotiable and based on factors such as scope, complexity, asset level, and relationship) $0+: up to 1.00% annually for retirement plan advisory services (fees may be negotiable)
Certain Advisory Persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.
Hourly financial planning fees up to $500 per hour.
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees, retirement plan advisory fees; no commissions on securities transactions.
Montpelier, VT
Vermont
Blue Bear Financial, LLC DBA Centerpoint Financial
2025 - Present (1 year)
CenterPoint Financial, Inc.
2014 - 2025 (11 years)
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.
CFA®
Montpelier, VT
The Alchemist Fund
Series 63, Series 65
Middlesex, VT
Long Advisors LLC
Series 66
Montpelier, VT
Greenhill Financial Partners
Series 66
Montpelier, VT
Greenhill Financial Partners
Series 66
Montpelier, VT
Greenhill Financial Partners
Series 65
Montpelier, VT
Maple Capital Management, Inc.
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")