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Advisors / Vermont / Waitsfield
33yrs

Craig Eilers

Financial advisor at Kestra Advisory Services

Based in Waitsfield, Vermont, Craig Eilers is a fiduciary financial advisor with 33 years of industry experience. Craig joined Kestra Advisory Services in 2016, after three years at Nathan & Lewis Securities. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3 advisors with offices in Waitsfield, and one of 3 fiduciaries.

Waitsfield, VT 05673Top 12% by experience nationwideFiduciary advisor

At a glance

Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office105 Mad River Green Suite 2, Waitsfield, VT 05673
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states

Services through Kestra Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. 1999 – 2003
    Nathan & Lewis Securities, Inc.Previously

Questions to ask Craig

Tailored to Craig’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Craig

How do I contact Craig?

Call Kestra Advisory Services at (844) 553-7872 and ask for Craig Eilers. Craig works from the Waitsfield, VT office.

How long has Craig been a financial advisor?

Craig has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.

What licenses does Craig hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Craig a fiduciary?

Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Craig paid?

Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Craig for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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