B
B.W. Belisle Planning & Strategy Company LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,155,858
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
69% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$557,099
About
The firm provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. It advises on diversified portfolios that may include mutual funds, equities, fixed income, ETFs, REITs, insurance products and options strategies.
The firm develops individualized Investment Policy Statements and tailors recommendations to each client's goals and restrictions rather than relying on model portfolios, using fundamental, technical, charting, and cyclical analysis and employing long‑ and short‑term trading and options where appropriate. It operates primarily on a non‑discretionary basis, with client authority retained for trades, and conducts periodic account and plan reviews (at least monthly for investment accounts).
Noteworthy features include an affiliation with an accounting/tax preparation business owned by the firm’s principal, and a client roster that explicitly includes charitable organizations—both of which are uncommon for firms in this category. The firm also reports essentially all assets as non‑discretionary (approximately $16.56 million as of December 2025) and discloses that it does not accept third‑party sales compensation or participate in wrap fee programs.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees between $1,000 and $1,500
All Assets - All Assets: 1.00% annually (Flat Fee Option) All Assets - All Assets: 0.75% annually + $1,000 per year ($250/quarter) (Integrated Fee Option)
Hourly fee for financial planning services: $100 per hour
Fee-only: Financial Planning Fees: $1,000 to $1,500 (fixed fees); Hourly Fees: $100 per hour
Main office location
B.W. Belisle Planning & Strategy Company LLC
South Burlington VT, United States
Number of offices
1
Most active in
B.W. Belisle Planning & Strategy Company LLC has reported serving >5 clients in these states in the last 12 months.
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 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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")