Fee-OnlyFinder

Flat / fixed fees in South Burlington, VT

6 advisers in South Burlington offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 6

Farrow 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 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