Advisor at Advisory Alpha, 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.
Location
West Windsor, VT
Credentials
Series 66
Industry experience
24 years
Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.
Based on Advisory Alpha, LLC
Based on Advisory Alpha, LLC
Fixed fees generally range from $1,000 to $10,000 for financial planning and specialty solutions; negotiable.
0.10% to 1.70% depending on services provided; fees negotiable and disclosed in advisory agreement
Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning.
Minimum fee: Minimum annual fee may be implemented or waived at discretion of investment advisor representative; disclosed in advisory agreement. Fee-only: Financial planning and specialty solutions may be charged hourly ($50 to $400 per hour) or fixed fees ($1,000 to $10,000), negotiable and disclosed in advisory agreement.
West Windsor, VT
Vermont
Advisory Alpha, LLC
2023 - Present (3 years)
Ascutney Financial Group
2019 - Present (7 years)
The Patriot Financial Group
2019 - 2023 (4 years)
National Life Group
2014 - 2019 (5 years)
Equity Services, inc.
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65, Series 66
White River Junction, VT
Fenwick Investments, LLC
Carl Bulgini is a CFP® professional with 19 years of experience in financial advisory services. He is the principal of Fenwick Investments, LLC, an independent firm he has been associated with since 2012, and has also worked with Westport Resources Investment Services since 2014. In addition to his advisory role, Bulgini holds licenses as an insurance agent and mortgage loan originator, offering related products and services to clients. Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. The firm employs fundamental analysis and a long-term investment approach to build portfolios aligned with clients’ risk tolerances and time horizons, typically operating under discretionary authority to implement trades.
Series 65
West Lebanon, NH
Round Table Investment Management, LLC
Bryan McPherson is a Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Round Table Investment Management, LLC, an independent firm based in West Lebanon, NH. In addition to his advisory role, he operates a sole-proprietorship providing accounting services to small businesses. Round Table Investment Management offers discretionary portfolio management to individuals and various entities, emphasizing fundamental analysis with a focus on income-producing securities and long-term investments. The firm manages approximately $52.5 million across a limited client base and provides custodial services through Charles Schwab.
CFA®
West Lebanon, NH
Loudon Investment Management, LLC
Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.
CFA®
Lebanon, NH
Dattilio & Ash Capital Management, LLC
Anthony Ash is a CFA® charterholder with 10 years of industry experience. He has been self-employed since 2015 and is a managing partner at Dattilio & Ash Capital Management, LLC in Lebanon, NH. Dattilio & Ash Capital Management serves individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations with customized, risk-targeted portfolios and comprehensive planning services. The firm employs a long-term strategic asset allocation approach, typically using low-cost, passively managed ETFs and mutual funds within a core-satellite structure, and maintains an affiliation with a CPA practice to offer integrated accounting and tax services.
Series 65
West Lebanon, NH
Loudon Investment Management, LLC
Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.
CFA®, Series 63, Series 65
West Lebanon, NH
Loudon Investment Management, LLC
Douglas Loudon is a CFA® charterholder with 11 years of industry experience. He is affiliated with Loudon Investment Management, LLC, where he has been working since 2001. Loudon Investment Management provides investment supervisory services and portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and ongoing portfolio monitoring.
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