Firm
Intrack Investment Management
South Burlington, Vermont
Fee-only
Intrack Investment Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 4 employees and 189 individual clients, 56 of them high net worth.
- Its average account is about $467,000 (assets it manages divided by its 590 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | intrackinvest.com |
| Phone | (802) 658-0625 |
Intrack Investment Management fees
Intrack Investment 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $276 million |
| Individual clients | 133 |
| High-net-worth clients | 56 |
| Accounts managed | 590 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-79488) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 106450 |