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Oak Maple Finance, LLC

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Client assets under management

$92,547,905

Clients

54

44% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

27

Low

Average account size

$1,713,850

About

Oak Maple Finance, LLC serves individual and high‑net‑worth clients with wealth management, discretionary investment management, and comprehensive financial planning. The firm offers both ongoing and project‑based planning engagements that cover retirement planning, estate and tax planning, cash flow and debt management, and business planning.

Investment portfolios are constructed around asset allocation guided by modern portfolio theory, blending passive and active mutual funds and ETFs with fundamental security analysis, and offering socially responsible investing options when requested. Planning considerations such as tax efficiency, insurance and employee benefits optimization are integrated into investment decisions, and accounts are generally managed on a discretionary basis.

Distinctive features for a firm of this size include a two‑advisor, fee‑only model in which both planners hold CFP® credentials and the firm does not impose an account minimum. Oak Maple also provides public and group educational seminars and speaking engagements—an offering that is relatively uncommon among supported firms—and maintains explicit business‑owner services such as employee benefits optimization.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Social Security optimization

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Fee options

Fixed

Initial financial plan fee up to $7,500; Project-Based Financial Planning fixed fees range from $1,250 to $7,500; Educational seminars $1,000 to $5,000 per seminar

Percentage

$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%

Project-based

$400 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fees range from $200 to $625 per month, paid monthly in arrears

Other

Minimum fee: Flat annual fee of up to $15,000 for Wealth Management services Fee-only: Yes, firm is fee-only and receives no commissions or sales-related compensation

Main office location

Oak Maple Finance, LLC

35 King Street, Suite 10

Burlington VT 05401, United States

Number of offices

1

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

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.

Business ownership considerations Charitable giving & philanthropy Women's Finance Gen Y/Millennials (Born 1980-1995)
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Corrie P

CFP®, Series 65

Burlington, VT

Oak Maple Finance, LLC

Corrie Parker is a CFP® and Series 65-registered advisor with over 13 years of industry experience. She has worked at Oak Maple Finance since 2023 and previously spent seven years at Pathway Financial Advisors and six years at Merchants Trust Company. Oak Maple Finance is a fee-only firm serving individual and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm uses a mix of passive and active funds guided by modern portfolio theory and fundamental analysis, and it offers socially responsible investment options upon request.

Wealth management Social Security optimization
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