# ADVISORS IN FINANCIAL PLANNING INC

ADVISORS IN FINANCIAL PLANNING INC of BURLINGTON, VT is an SEC-registered investment adviser.

## Registration

- CRD: 104813
- Type: SEC-registered investment adviser
- SEC file number: 801-23188
- Location: 346 SHELBURNE  RD 6TH FLR, BURLINGTON, VT, 05401
- Phone: 802-863-5534
- Latest filing: 2007-12-21
- Clients: 6

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| SMITH JEFFREY ROBERT | TREASURER; TREASURER/CCO | — |
| CREWS ROBERT WEBER | SR VICE PRESIDENT; VICE PRESIDENT | — |
| BOARDMAN DANIEL MARK | PRESIDENT | — |
| JOHNSON DANIEL WALTER | SECRETARY | — |
| BOARDMAN SCOTT F | OWNER | — |
| BOARDMAN D MICHAEL | OWNER | — |
| MCCORMACK MICHAEL GILBERT | TREASURER | — |
| TROTTIER BENOIT PETER | SR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WHITE BRIGETTE LOUISE | SR VICE PRESIDENT | — |
| RUGG THOMAS | SR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104813/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104813/similar
- Related entities: https://search.stillhousedata.com/firm/104813/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104813

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.