Fee-OnlyFinder

% of assets managed in South Burlington, VT

8 advisers in South Burlington offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 8

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 reported