Advisor at Great Diamond Partners, 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
Great Diamond Partners, LLC
Location
Stowe, VT
Credentials
Series 63, Series 65
Industry experience
< 1 year
Financial planning services annual flat fee up to $25,000; business transition planning fixed fee range $10,000-$50,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% Over $25,000,000+: 0.50%
Commission-based compensation earned by persons licensed as independent insurance agents for insurance products, separate from advisory fees
Financial planning services hourly fee $300; business transition planning hourly fee $350
Account minimum: $5,000 minimum annual fee for portfolio management services Minimum fee: Minimum annual fee of $5,000 for portfolio management services, may be waived at discretion Fee-only: Financial planning services charged hourly at $300 or annual flat fee not to exceed $25,000, negotiable; business transition planning charged hourly at $350 or fixed fee $10,000-$50,000
Great Diamond Partners, LLC
2025 - Present (1 year)
H M Payson & Co
2023 - 2025 (2 years)
National Life Group
2008 - 2023 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Morrisville, VT
Edward Jones
Series 66
Stowe, VT
Edward Jones
Series 63, Series 66
Stowe, VT
Merrill
William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.
Series 63, Series 66
Morrisville, VT
Edward Jones
Series 66
Stowe, VT
Edward Jones
CFP®, Series 66
Stowe, VT
Edward Jones
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