Firm
Farrow Financial
South Burlington, Vermont
Fee-only
Farrow Financial at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 194 individual clients, 99 of them high net worth.
- Its average account is about $489,000 (assets it manages divided by its 573 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | farrowfinancial.com |
| Phone | (802) 728-4287 |
Farrow Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"The minimum account size for investment management is $1 million." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $280 million |
| Individual clients | 95 |
| High-net-worth clients | 99 |
| Accounts managed | 573 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-15865) |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 110526 |