PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, VT
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
802-660-7086
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VT, SOUTH BURLINGTON
10 advisers found
BROADLAKE FINANCIAL MANAGEMENT
South Burlington, VT
AUM
$409.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
802-863-4463
FARROW FINANCIAL INC
South Burlington, VT
AUM
$280.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-728-4287
INTRACK INVESTMENT MANAGEMENT, INC.
South Burlington, VT
AUM
$275.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
802-658-0625
POULOS ADVISORS, INC.
South Burlington, VT
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-862-7361
QUANTUM LEAP CAPITAL, LLC
South Burlington, VT
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(802) 448-2882
EMG
South Burlington, VT
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
802-879-1881
POCHOP FINANCIAL MANAGEMENT, INC.
South Burlington, VT
AUM
$37.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
802-865-4900
TRUE NORTH FINANCIAL PLANNING, LLC
South Burlington, VT
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(802) 373-2591
AMOR FATI FINANCIAL SERVICES LLC
South Burlington, VT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
802-881-6835