Shipwright Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shipwright Advisors provides fee-only financial advice to individuals, high-net-worth clients, charitable organizations, and businesses, offering investment management, ongoing and project-based financial planning, and retirement plan consulting and management. The firm also offers business strategy consulting and coordinates with third-party professionals such as attorneys, accountants, and insurance specialists when clients need additional services.
Investment guidance is built around asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, outside managers, and custodial platforms (including Betterment for Advisors and Altruist) to implement client portfolios. The firm tailors plans to client goals and risk tolerance, can incorporate socially responsible (ESG) criteria, and provides fiduciary retirement-plan services under 3(21) and 3(38) arrangements.
Compared with many independent advisers, Shipwright’s brochure emphasizes retirement-plan (pension) consulting and discretionary plan management—services that are relatively uncommon for firms in this category. The firm also performs due diligence on alternative and private investments and provides non-advisory business strategy consulting, features that are atypical for a small, fee-only advisory practice.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $5,000 depending on complexity and client needs
$0 - $500,000: 0.80% annually $500,001 - $2,500,000: 0.60% annually $2,500,001+: 0.40% annually
Minimum fee: Recurring fixed fee paid monthly in advance, ranging from $80 to $4,800 depending on client needs and complexity Fee-only: Fee-only firm; receives no commissions or sales-related compensation
Main office
50 Lakeside Ave #106
Burlington VT 05401
Advisors at this office
1
Most active in
Ohio · Vermont
Also doing business as
Shipwright Advisors · Shipwright Advisors, LLC
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
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