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Jesse P Bessett

Advisor at Flagship Harbor Advisors, LLC — Stockbridge, VT

Updated today

Credentials

CFP®, Series 66

Experience

25 years

Location

Stockbridge, VT

Flagship Harbor Advisors, LLC logo

Flagship Harbor Advisors, LLC

Multi-team

Total advisors

60

Across 18 offices

Clients per advisor

121 Very High

Avg AUM per client

$464,071 Low

HNW client ratio

35% High

About

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Client services

Based on Flagship Harbor Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Flagship Harbor Advisors, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning

Occupation focus

Based on Flagship Harbor Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and consulting generally range from $300 to $15,000

Percentage

$0+: 0.25% - 2.0% N/A - N/A: Negotiable based on various factors

Commissions

Commission fees charged by LPL Financial when purchasing securities on commission basis; Flagship representatives receive portion of commissions

Project-based

Hourly financial planning and consulting fees generally range from $100 to $300

Other

Fee-only: Fixed fees generally range from $300 to $15,000; Hourly fees range from $100 to $300 per hour

Location

See office

Stockbridge, VT

Stockbridge VT

Advisors at this office

1

Most active in

Massachusetts · Vermont

Work history

25 years of industry experience

LPL Financial

2015 - Present • 11 years

Hingham, MA

Flagship Harbor Advisors, LLC

2015 - Present • 11 years

Hingham, MA

Bolton Securities Corporation

2009 - 2015 • 6 years

MA

Merrill

2002 - 2009 • 7 years

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting
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Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
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Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
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Linda A

Series 65

South Royalton, VT

World Market Advisors

Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management General estate planning guidance General retirement planning Founder/Business Owner
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Joseph B

Woodstock, VT

Montis Financial, LLC

Joseph Bragdon is a financial advisor at Montis Financial, LLC with three years of industry experience. Prior to joining Montis Financial, he worked at Conservest Management for 50 years. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a broad range of investment instruments and specialized strategies while maintaining distinct operational policies on portfolio management and risk disclosure.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
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Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Founder/Business Owner
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