Firm
Broadlake Financial Management
South Burlington, Vermont
Fee-only
Broadlake Financial Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 451 individual clients, 95 of them high net worth.
- Its average account is about $351,000 (assets it manages divided by its 1,166 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | broadlakefinancial.com |
| [email protected] | |
| Phone | (802) 863-4463 |
Broadlake Financial Management fees
Broadlake Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $410 million |
| Individual clients | 356 |
| High-net-worth clients | 95 |
| Accounts managed | 1,166 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-34761) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 105057 |