Rene Pochop
Pochop Financial Management · South Burlington, Vermont
Rene Pochop is a fee-only financial advisor at Pochop Financial Management in South Burlington, Vermont, who holds the CFP credential. Rene charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Pochop Financial Management |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $37.1M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, VT · CRD 2541810 |
| Exams passed | Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pochopfinancial.com |
| Profile |
How Rene's firm compares
- Pochop Financial Management's average account is about $218,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Rene
Is Rene Pochop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rene holds no broker registration, and Pochop Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rene charge for financial advice?
Rene charges a percentage of assets.
How much does Rene charge?
According to Pochop Financial Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Rene Pochop based?
Rene Pochop is based in South Burlington, Vermont.
What does Rene specialize in?
Rene's specialties include retirement planning, estate & legacy planning, tax planning, divorce financial planning and sustainable & impact investing.
What credentials does Rene Pochop hold?
Rene Pochop holds the CFP credential.
Is Rene Pochop registered with the SEC?
Yes. Rene Pochop is registered as an investment adviser representative in NY and VT (CRD 2541810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pochop Financial Management manage?
Pochop Financial Management reports $37.1M across 170 accounts in assets under management.
How do I contact Rene Pochop?
Through Rene's website, www.pochopfinancial.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
- Pochop Financial Management 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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