Marilyn Edgerton is a CFP-designated registered investment advisor at Financial Advisory Services, based in Gaysville, VT, with 31 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Middle Income, Retirement Planning. Their firm serves 21 clients.
Compensation
Firm Size
IM Fee
Fee Structure
After the initial financial plan, Marilyn Edgerton charges an annual retainer, paid annually or semi-annually, depending on the number of investment meetings. She encourages clients to call or email with questions at no extra charge.
Marilyn Edgerton charges $75 per hour with a minimum project fee of $300 for the initial financial plan. One-half of the fee is due when the contract is returned, and the balance is due at the final presentation.
Location
Gaysville, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Advisory Services
State Registrations1 state
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