B.W. Belisle Planning & Strategy Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,155,858
Clients
29
Advisors
1
of 1 employees
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
Expertise
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
South Burlington VT
Advisors at this office
1
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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