Hickok & Boardman Financial Planning

Hickok & Boardman Financial Planning (CRD# 104813) is a financial advisory firm headquartered in Burlington, VT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

VT

Financial Advisors at Hickok & Boardman Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Michael G. McCormack
CRD#: 4029836
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
96
Wealthminder
score

Michael McCormack (CRD# 4029836) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 15 years of experience in the finance industry. Michael McCormack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brigette L. White
CRD#: 2549129
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
96
Wealthminder
score

Brigette White (CRD# 2549129) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 19 years of experience in the finance industry. Brigette White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kari A. Phillips
CRD#: 4619341
346 Shelburne Rd 5th Flr, Burlington, VT 05401
93
Wealthminder
score

Kari Phillips (CRD# 4619341) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 10 years of experience in the finance industry.

4
Benoit P. Trottier
CRD#: 1200283
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
93
Wealthminder
score

Benoit Trottier (CRD# 1200283) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.