Fee-OnlyFinder

Advisers in South Burlington, VT

9 advisers in South Burlington — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (8)Flat / fixed fees (6)% of assets managed (8)Retirement plan consulting (4)

All advisers

Amor Fati Financial Services LLC307 Juniper Drive · South Burlington, VT 05403 · (802) 881-6835 · Financial planningCRD 339487 · % of assets, Hourly chargesState registeredNo commissions reportedBroadlake Financial Management99 Swift Street, Suite 305 · South Burlington, VT 05403 · (802) 863-4463 · Financial planningCRD 105057 · % of assets · $409.6 million AUMSEC registeredNo commissions reportedFarrow Financial INC1 Kennedy Drive Suite U8 · South Burlington, VT 05403 · (802) 728-4287 · Financial planningCRD 110526 · % of assets, Hourly charges, Fixed fees · $280.1 million AUMSEC registeredNo commissions reportedIntrack Investment Management, INC.1233 Shelburne Road, Suite D-6b · South Burlington, VT 05403 · (802) 658-0625 · Financial planningCRD 106450 · % of assets, Hourly charges, Fixed fees · $275.7 million AUMSEC registeredNo commissions reportedPathway Financial Advisors, LLC725 Community Drive, Suite 402 · South Burlington, VT 05403 · (802) 660-7086 · Financial planningCRD 124801 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedPochop Financial Management, INC.1233 Shelburne Road, Suite 420 · South Burlington, VT 05403 · (802) 865-4900 · Financial planningCRD 141397 · % of assets, Hourly charges · $37.1 million AUMState registeredNo commissions reportedPoulos Advisors, INC.1233 Shelburne Road, C-4 · South Burlington, VT 05403 · (802) 862-7361 · Financial planningCRD 141905 · % of assets, Hourly charges, Fixed fees · $150.4 million AUMSEC registeredNo commissions reportedQuantum Leap Capital, LLC3 Baldwin Ave · South Burlington, VT 05403 · (802) 448-2882 · Financial planningCRD 165310 · % of assets, Hourly charges, Fixed fees · $120.5 million AUMSEC registeredNo commissions reportedTrue North Financial Planning, LLC68 Randall Street, Suite #120 · South Burlington, VT 05403 · (802) 373-2591 · Financial planningCRD 170555 · Hourly charges, Fixed fees · $5.5 million AUMState registeredNo commissions reported
Talking to advisers in South Burlington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.