Shipwright Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,238,195
Clients
18
11% 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
18
TypicalAverage account size
$124,344
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
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 location
Shipwright Advisors
50 Lakeside Ave #106
Burlington VT 05401, United States
Number of offices
1
Most active in
Shipwright Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio · 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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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