Shipwright Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,238,195
Total clients
18
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$124,344
About
Shipwright Advisors works with individuals, high‑net‑worth clients, charitable organizations, and employer plan sponsors. The firm offers investment management, both ongoing and project‑based financial planning, retirement plan consulting as a 3(21) fiduciary, retirement plan management as a 3(38) investment manager, and business strategy consulting.
The firm’s investment process is grounded in modern portfolio theory and uses a combination of passive and active strategies, asset allocation, and mutual fund/ETF analysis; socially responsible (ESG) approaches are available when requested. Shipwright may manage accounts on a discretionary basis, engage Outside Managers, and uses digital custodian platforms (including Betterment for Advisors and Altruist) for execution and custody, while conducting due diligence on alternative investment recommendations when appropriate.
Noteworthy relative to many peers, Shipwright explicitly offers ERISA‑related retirement plan services in both 3(21) advisory and 3(38) delegated manager roles—an offering that is statistically uncommon among similar independent advisers. The firm operates on a fee‑only basis, discloses potential platform‑related conflicts of interest, and also provides non‑advisory business strategy consulting as a separate service.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for Project-Based Financial Planning ranging from $1,000 to $5,000
$0 - $500,000: 0.80% $500,001 - $2,500,000: 0.60% $2,500,001+: 0.40%
Minimum fee: Recurring fixed fee paid monthly in advance ranging from $80 to $4,800, dependent on client needs and complexity Fee-only: Advisor is fee-only, receives compensation only from clients for advisory services
Main office location
Shipwright Advisors
50 Lakeside Ave #106
Burlington VT 05401, United States
Number of offices
1
Most active in
Shipwright Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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