The Alchemists, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,291,930
Clients
91
Advisors
2
of 3 employees
About
The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors and participants, through portfolio management, ongoing and project-based financial planning, and retirement plan consulting. Like most firms in this category, it offers continuous portfolio management for individual accounts and is paid primarily on a percentage-of-assets-under-management basis.
The firm’s investment approach emphasizes long-term, passive asset-allocation strategies using mutual funds, ETFs, stocks, and bonds and applies Modern Portfolio Theory with regular reviews and rebalancing. It also uses a mix of fundamental and technical analysis and offers direct indexing as an option, blending traditional passive management with some tools more commonly found at larger or more specialized firms.
Distinctive features include a very small advisory team (two advisors) managing roughly $25 million for about 90 clients, and a formal offering of educational workshops and seminars for clients and plan participants at no charge. The firm’s principal owner is a licensed insurance producer and may receive commissions on insurance products recommended in financial plans (a disclosed conflict of interest), and the firm provides ERISA-focused retirement plan services such as fiduciary training, IPS development, and participant education.
Client services
Expertise
Fee options
Retirement Plan Services: flat fee typically 0.25% of plan assets; Project-Based Financial Planning Services: fixed fees $3,000 to $10,000
$0 - $15,000: 0.00% $15,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.75% $10,000,001+: 0.70%
Commissions earned on insurance products purchased through licensed insurance producer affiliated with firm
Project-Based Financial Planning Services: typically $300 per hour
Fee-only: Project-Based Financial Planning Services: fixed fees ranging $3,000 to $10,000 or hourly fees typically $300/hour
Main office
Stamford VT
Advisors at this office
2
Most active in
Florida · Massachusetts · Minnesota · Rhode Island · Vermont
Also doing business as
The Alchemists, LLC · True North Wealth Collective
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Shannon C
CFP®
Stamford, VT
The Alchemists, LLC
Shannon Clark is a Certified Financial Planner® with 10 years of industry experience. She has worked at The Alchemists, LLC since 2026 and previously held roles at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors, focusing on long-term, passive asset-allocation strategies combined with fundamental and technical analysis. The firm serves approximately 90 clients with a small, two-advisor team and offers educational workshops and seminars at no charge.
Margaret K
Series 63, Series 65
Stamford, VT
The Alchemists, LLC
Margaret Koosa is a financial advisor at The Alchemists, LLC in Stamford, Vermont, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Belpointe Asset Management, Brookwood Investment Group, and Waddell & Reed. Outside of advisory services, she is an independent insurance agent. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors and participants, focusing on long-term, passive asset allocation strategies supplemented with fundamental and technical analysis. The firm manages approximately $25 million for around 90 clients and offers educational workshops and seminars at no charge.
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