#1Williams Financial, LLC
WILLIAMS FINANCIAL, LLC
Based in North Bennington, VT
Retirement Plan Advisors in Bennington County, VT
The top-ranked retirement plan advisors serving Bennington County, VT are Williams Financial, LLC, Weatherhelm Capital Management LLC and Bouchey Financial Group, Ltd.. We list 6 retirement plan advisors serving Bennington County, VT. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bennington County, VT. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Bennington County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Williams Financial, LLC | SEC-registered investment adviser (CRD)#137038 | North Bennington, VT | (866) 986-4469 |
| 2 | Weatherhelm Capital Management LLC | SEC-registered investment adviser (CRD)#175019 | Cambridge, NY (14 mi) | (518) 407-3886 |
| 3 | Bouchey Financial Group, Ltd. | SEC-registered investment adviser (CRD)#111824 | Troy, NY (36 mi) | (518) 720-3333 |
| 4 | Mussett Wealth Management, LLC | SEC-registered investment adviser (CRD)#158463 | NY | (518) 328-8104 |
| 5 | Trueplan Benefit And Retirement Advisors | SEC-registered investment adviser (CRD)#36026 | NY | (518) 431-7600 |
| 6 | Otto & Associates, Inc. | SEC-registered investment adviser (CRD)#109493 | Norwich, VT (62 mi) | (802) 649-1946 |
#2Weatherhelm Capital Management LLC
WEATHERHELM CAPITAL MANAGEMENT LLCServes this area from Cambridge, NY (14 mi)#3Bouchey Financial Group, Ltd.
BOUCHEY FINANCIAL GROUP, LTD.Serves this area from Troy, NY (36 mi)#4Mussett Wealth Management, LLC
MUSSETT WEALTH MANAGEMENT, LLCServes this area from NY#5Trueplan Benefit And Retirement Advisors
HEALTHCARE COMMUNITY SECURITIES CORPORATIONServes this area from NY#6Otto & Associates, Inc.
OTTO & ASSOCIATES, INC.Serves this area from Norwich, VT (62 mi)
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Frequently asked questions
How many retirement plan advisors serve Bennington County?
We list 6 retirement plan advisors serving Bennington County, VT: 1 based there and 5 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bennington County?
The top-ranked retirement plan advisors serving Bennington County, VT are Williams Financial, LLC, Weatherhelm Capital Management LLC, Bouchey Financial Group, Ltd., Mussett Wealth Management, LLC and Trueplan Benefit And Retirement Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bennington County are verified against official records?
6 of the top 6 match an active official record: Williams Financial, LLC (U.S. Securities and Exchange Commission), Weatherhelm Capital Management LLC (U.S. Securities and Exchange Commission), Bouchey Financial Group, Ltd. (U.S. Securities and Exchange Commission), Mussett Wealth Management, LLC (U.S. Securities and Exchange Commission) and Trueplan Benefit And Retirement Advisors (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Bennington, Manchester, Shaftsbury, Pownal, Arlington, Manchester Center, Dorset, North Bennington, Winhall, Sunderland, Stamford, Manchester, Readsboro, Rupert, South Shaftsbury, Peru, Pownal Center, Sandgate, Woodford, Stratton Mountain, North Pownal, East Dorset, Landgrove, Old Bennington, Searsburg