Oak Maple Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oak Maple Finance, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients; the firm reports roughly $92.5 million in discretionary assets under management across 54 client relationships overseen by two advisors. Its services include discretionary wealth and investment management, comprehensive financial planning offered on both ongoing and project bases, and educational seminars and speaking engagements.
The firm describes an investment process that blends modern portfolio theory and fundamental analysis and may use both passive and active strategies through stocks, bonds, mutual funds, and ETFs; socially responsible (ESG) options are available when requested by clients. Clients typically grant limited discretionary trading authority subject to any client-imposed restrictions, and accounts are monitored and reviewed on a periodic basis with collaborative updates to financial plans.
A distinctive feature noted in the brochure is the firm’s provision of public and organizational educational seminars — a service the firm documents as purely educational and one that only a minority of similar supported firms offer. The practice also emphasizes individualized planning topics such as business planning, employee benefits optimization, college and estate planning, and operates as a small, fee-only practice staffed by CFP-designated professionals, which may influence how services are delivered compared with larger advisory firms.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning ranging from $1,250 to $7,500; initial financial plan construction fee up to $7,500
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,000+: 0.65%
$400 per hour for project-based financial planning
Ongoing financial planning fees charged monthly ranging from $200 to $625
Minimum fee: Flat annual fee up to $15,000 plus 0.50% of assets under management for Wealth Management services; initial fee no greater than $7,500 for initial financial plan construction Fee-only: Financial Planning services offered on project basis with fixed fees from $1,250 to $7,500 or hourly rate of $400; ongoing financial planning fees from $200 to $625 per month
Main office
35 King Street, Suite 10
Burlington VT 05401
Advisors at this office
2
Most active in
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
Becky W
CFP®, CAP®
Burlington, VT
Oak Maple Finance, LLC
I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.
Corrie P
CFP®, Series 65
Burlington, VT
Oak Maple Finance, LLC
Corrie Parker is a CFP® professional with one year of industry experience, currently serving as an advisor at Oak Maple Finance, LLC. She previously worked at Pathway Financial Advisors from 2016 to 2023. Oak Maple Finance, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with approximately $92.5 million in discretionary assets under management. The firm combines modern portfolio theory and fundamental analysis using both passive and active strategies, offers ESG options, and provides services including discretionary wealth management, financial planning, and educational seminars.
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