Copper Leaf Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,666,520
Clients
137
Advisors
5
of 5 employees
About
Copper Leaf Financial is a fee-only wealth management firm that provides comprehensive financial planning, discretionary portfolio management, and advanced planning services to individuals, families, trusts, charitable organizations, and businesses. Its client base is largely mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions, and the firm reports about $219.6 million in discretionary assets under management across roughly 137 client relationships with a typical account minimum of $500,000.
The firm’s process emphasizes holistic financial planning that begins with an initial financial plan and a written Investment Policy Statement, followed by implementation, ongoing monitoring, and periodic rebalancing informed by Monte Carlo analysis. Portfolios are primarily implemented with passively managed mutual funds and ETFs (including securities from DFA, AQR, Bridgeway, Stone Ridge, and Vanguard), and Copper Leaf routinely uses third-party managers and service providers—such as Focus Partners Advisor Solutions and Parametric—for sub-advisory, fixed-income, back-office, and tax-managed strategies.
Copper Leaf’s brochure discloses a few features that are less common among similar team firms: it is affiliated with an accounting firm (Davis & Hodgdon Associates CPAs PLC), with reciprocal referral arrangements and a discount on affiliated tax-preparation services for larger accounts. The firm also discloses the use of client testimonials in advertising and maintains a documented succession agreement assigned to The Colony Group, practices that are not typical for most peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
On-boarding financial planning fee generally between $2,500 - $10,000 depending on complexity; flat retainer fees possible on case-by-case basis.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.70% $1,000,001 - $3,500,000: 0.55% $3,500,001 - $10,000,000: 0.33% $10,000,000+: 0.30%
Hourly rate of $250 per hour for certain consulting services (minimum 2.5 hours)
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,250 ($5,000 annually) for wealth management services Fee-only: Wealth management services provided on a fee-only basis; no commissions accepted.
Main office
33 Blair Park Road, Suite 203
Williston VT 05495
Advisors at this office
5
Most active in
New Hampshire · New York · 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.
Quick links
Advisors at this firm
Adam E
Series 65
Williston, VT
Copper Leaf Financial, LLC
Adam Eiklor is a financial advisor at Copper Leaf Financial, LLC in Williston, VT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Copper Leaf Financial, he worked for 13 years at SlopeStyle Ski and Ride. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management, primarily for mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.
Jacquelyn T
CFP®, Series 65
Williston, VT
Copper Leaf Financial, LLC
Jacquelyn Thibeault is a CFP® professional with five years of experience in the financial industry, currently serving at Copper Leaf Financial, LLC. Her prior work includes roles at Vermont State Employees Credit Union and Kinney Drugs. Copper Leaf Financial is a fee-only wealth management firm that offers comprehensive financial planning, discretionary portfolio management, and advanced planning services. The firm serves individuals, families, trusts, charitable organizations, and businesses, focusing on mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.
John D
CFP®, Series 66
Williston, VT
Copper Leaf Financial, LLC
John Davis is a CFP® with 25 years of industry experience, currently serving at Copper Leaf Financial, LLC. His prior experience includes roles at Cambridge Investment Research and Davis & Hodgdon Associates CPAs PLC. Outside of advisory work, he is an owning member of 33 Blair Park LLC, a property management and consulting business. Copper Leaf Financial, LLC is a fee-only registered investment adviser providing comprehensive wealth management and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes an initial financial plan and written Investment Policy Statement, implementing predominantly passive asset-class portfolios with regular reviews and tax management.
Breanna S
CFP®, Series 66
Williston, VT
Copper Leaf Financial, LLC
Breanna Sykes is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Copper Leaf Financial, LLC since 2020 and previously worked at Bridge Financial Partners and Wells Fargo. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on holistic financial planning and discretionary portfolio management, primarily using passively managed mutual funds and ETFs, with an emphasis on tailored investment policies and ongoing portfolio monitoring.
Bret H
CFP®
Williston, VT
Copper Leaf Financial, LLC
Bret Hodgdon is a CFP® professional with 17 years of experience, affiliated with Copper Leaf Financial, LLC in Williston, VT. He has previously worked with Cambridge Investment Research and is also a partner at Davis & Hodgdon Associates CPAs PLC, where he specializes in tax preparation and accounting. Outside of his advisory role, he is involved in managing a real estate partnership that owns office space occupied by his accounting firm. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses, primarily mid- to late-career professionals, executives, and business owners. The firm emphasizes holistic financial planning and utilizes primarily passive investment strategies with the support of third-party managers and service providers.
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