Rebecca Walsh is a CFP-designated registered investment advisor at Oak Maple Finance, LLC, based in Burlington, VT, with 18 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 54 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable and will not exceed 2.00% of the value of your investments.
Fee Estimator
Contact
Rebecca Walsh
Location
35 King Street, Suite 10, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rebecca is an ambassador for Elements, a financial planning software company, and receives stock options as compensation. She spends minimal time providing product feedback, participating in customer webinars, and contributing to customer education efforts.
Employment History
Current Registrations
Oak Maple Finance, LLC
Previous Registrations
Oak Maple Finance, LLC
Pathway Financial Advisors, LLC
Walsh Financial Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
A native of Oak Park, Illinois, Oak Maple Founder Becky Walsh has been a happy Vermont transplant since 2006. Her love of both places and their signature trees inspired the name Oak Maple: a combination of strength and endurance, and beauty that can be found even in change.