# Beth Wilson

> Beth Wilson is a fee-only financial advisor at Poulos Advisors in South Burlington, Vermont. Beth focuses on retirement planning, estate & legacy planning and tax planning. Poulos Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/beth-wilson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Poulos Advisors
- **Based in:** South Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $150.4M across 319 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit)
- **CRD:** 5847933 (https://adviserinfo.sec.gov/individual/summary/5847933)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.poulosadvisors.com

## Frequently asked questions

### Is Beth Wilson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Poulos Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Beth charge for financial advice?

Beth's firm, Poulos Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Beth Wilson based?

Beth Wilson is based in South Burlington, Vermont.

### What does Beth specialize in?

Beth's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit).

### Is Beth Wilson registered with the SEC?

Yes. Beth Wilson is registered as an investment adviser representative in VT (CRD 5847933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Poulos Advisors manage?

Poulos Advisors reports $150.4M across 319 accounts in assets under management.

### How do I contact Beth Wilson?

Through Beth's website, www.poulosadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5847933): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://poulosadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.