B.w. Belisle Planning & Strategy Company LLC

B.w. Belisle Planning & Strategy Company LLC (CRD# 168180) is a financial advisory firm headquartered in , . They manage $17,292,737 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at B.w. Belisle Planning & Strategy Company LLC
Showing 1 - 1 of 1 top financial advisors.
Bryan W. Belisle
CRD#: 4232331
South Burlington, VT

Bryan Belisle (CRD# 4232331) is an Investment Advisor Representative working at B.w. Belisle Planning & Strategy Company LLC in South Burlington, VT and has over 17 years of experience in the finance industry.

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