Beth Wilson
Poulos Advisors · South Burlington, Vermont
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.
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Specialties
Facts
| Firm | Poulos Advisors |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.4M across 319 accounts |
| SEC registration | Investment adviser representative in VT · CRD 5847933 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.poulosadvisors.com |
| Profile |
How Beth's firm compares
- Poulos Advisors's average account is about $472,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Beth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Poulos Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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