Alpenglow Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,320,000
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$378,182
About
Alpenglow Advisors LLC provides goals-based financial planning and discretionary portfolio management primarily for individuals, families, and small businesses. Services include written and online financial plans, account aggregation to inform advice, and implementation either through outside money managers or direct management with ongoing monitoring.
The firm’s investment approach emphasizes asset allocation and portfolio diversification rather than individual security selection, using financial planning software to align allocations with clients’ goals and risk tolerance. Implementation typically involves selecting and overseeing outside managers and utilizing automated features such as rebalancing, tax-loss harvesting, and asset location when appropriate.
Compared with many peers, Alpenglow operates with a modest asset base and a small client roster while leveraging an institutional digital-advisor platform that provides custody, execution and additional support services and discounts. The firm accommodates socially responsible/ESG mandates, leaves proxy voting to clients, and provides direct access to a personal financial advisor for plan development and review.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
Fee options
1.50% annually (Alpenglow's fee) plus 0.15% (Betterment's fee), total 1.65% annually
Main office location
Alpenglow Advisors LLC
Killington VT, United States
Number of offices
2
Most active in
Alpenglow Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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