ESI Financial Advisors
46yrs
Top advisor by experience at ESI Financial Advisors
27yrs
Based in Montpelier, Vermont, Staci Fall is a fiduciary financial advisor with 27 years of industry experience. Staci has been with ESI Financial Advisors since 2021; before that, Staci spent a year at Santander Securities. ESI Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 58 advisors with offices in Montpelier, and one of 47 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeOne National Life Drive, Montpelier, VT 05604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- 2021 – nowEquity Services, Inc.Current firm
- Nov 2020 – Aug 2021Santander Securities LLCPreviously
Contact Staci
(800) 344-7437ESI Financial Advisors main office One National Life DriveMontpelier, VT 05604Office · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COM
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Questions to ask Staci
Tailored to Staci’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Staci
How do I contact Staci?
Call ESI Financial Advisors at (800) 344-7437 and ask for Staci Fall. Staci works from the Montpelier, VT office.
How long has Staci been a financial advisor?
Staci has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Staci hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Staci a fiduciary?
Staci is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Staci paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Staci 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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