Kyle Abrahamovich
Poulos Advisors · South Burlington, Vermont
Kyle Abrahamovich is a fee-only financial advisor at Poulos Advisors in South Burlington, Vermont. Kyle 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.
Request an introduction to Kyle →
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 CA, NH, NV, VT · CRD 4736078 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.poulosadvisors.com |
How Kyle's firm compares
- Poulos Advisors's average account is about $472,000, from its Form ADV (assets managed divided by 319 accounts).
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kyle
Is Kyle Abrahamovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle 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 Kyle charge for financial advice?
Kyle's firm, Poulos Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Abrahamovich based?
Kyle Abrahamovich is based in South Burlington, Vermont.
What does Kyle specialize in?
Kyle's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit).
Is Kyle Abrahamovich registered with the SEC?
Yes. Kyle Abrahamovich is registered as an investment adviser representative in CA, NH, NV and VT (CRD 4736078), 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 Kyle Abrahamovich?
Through Kyle'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.
See something wrong? Request a correction. Read our methodology.