Jody White
Farrow Financial · South Burlington, Vermont
Jody White is a fee-only financial advisor at Farrow Financial in South Burlington, Vermont, who holds the CFP and CFA credentials. Farrow Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Farrow Financial |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $280.1M across 573 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in VT · CRD 5658862 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.farrowfinancial.com |
How Jody's firm compares
- Farrow Financial's average account is about $489,000, from its Form ADV (assets managed divided by 573 accounts).
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Questions about Jody
Is Jody White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jody holds no broker registration, and Farrow Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jody charge for financial advice?
Jody's firm, Farrow Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jody charge?
According to Farrow Financial's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Jody White based?
Jody White is based in South Burlington, Vermont.
What credentials does Jody White hold?
Jody White holds the CFP and CFA credentials.
Is Jody White registered with the SEC?
Yes. Jody White is registered as an investment adviser representative in VT (CRD 5658862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farrow Financial manage?
Farrow Financial reports $280.1M across 573 accounts in assets under management.
How do I contact Jody White?
Through Jody's website, www.farrowfinancial.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
- Farrow Financial 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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