Bret
Hodgdon
Copper Leaf Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bret Hodgdon is a certified financial planner working in Williston, Vermont with a total of 7 years of relevant experience. Hodgdon works at Copper Leaf Financial, LLC. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Davis & Hodgdon Associates Cpas Plc, Copper Leaf Financial, LLC and Jda Financial. Hodgdon can advise clients in Vermont. Copper Leaf Financial, LLC is a firm based in Williston, VT. The firm has just five people on staff. It controls $149 million in assets between its 511 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 511 customer accounts, 46% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Copper Leaf Financial, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of financial services offered. However, fee types billed by Copper Leaf Financial, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Copper Leaf Financial, LLC Brokerage Details
$148,965,842
5
511
$291,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bret Hodgdon Work History
Bret has been registered as a financial advisor for 7 years.*
Copper Leaf Financial, LLC
Davis & Hodgdon Associates Cpas Plc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Jda Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bret Hodgdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copper Leaf Financial, LLC
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Williston, VT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
