Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$490,221,306
Total clients
339
52% high-net worth
Total advisors
5
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
68
Average account size
$1,446,081
Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients such as corporate pension and profit‑sharing plans, foundations, and endowments. As of December 31, 2024 the firm managed roughly $490.2 million across its client relationships and offers both discretionary portfolio management and a program that refers a portion of accounts to third‑party money managers.
The firm follows a fundamental, value‑based investment approach documented in Investment Policy Statements and integrates an annual financial planning review with ongoing portfolio monitoring and rebalancing. Portfolios are typically constructed using equity securities, exchange‑traded funds, no‑load mutual funds, corporate and municipal securities, and U.S. government securities, and the firm will implement discretionary trading for most accounts while assisting clients in selecting third‑party managers when appropriate.
Marble Trail Advisors is a fully owned subsidiary of Marble Trail Financial LLC, a tax, accounting, and business consulting firm, and the shared ownership and referral arrangement between the entities is disclosed as a potential conflict of interest and managed in client communications. The firm also uses major institutional custodians (Schwab and Pershing) and maintains programs to coordinate with external money managers, resulting in differing custody and management arrangements for portions of client assets.
Fixed fee for financial planning, minimum $2,500 annually
$0+: 0.30% unspecified - unspecified: up to 1.00%
Minimum fee: Minimum annual planning fee of $2,500 per household, negotiable lower in some cases Fee-only: Fee-only investment advisory firm; fees are asset-based and fixed planning fees, no commissions
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.
Marble Trail Advisors
88 Main Street
Middlebury VT 05753, United States
Number of offices
2
Series 65
Middlebury, VT
Marble Trail Advisors
Series 65
Middlebury, VT
Marble Trail Advisors
Series 65
Middlebury, VT
Marble Trail Advisors
Series 65
Middlebury, VT
Marble Trail Advisors
CFP®
Middlebury, VT
Marble Trail Advisors
Series 66
Middlebury, VT
Marble Trail Advisors
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