Firm
Pochop Financial Management
South Burlington, Vermont
Fee-only
Pochop Financial Management 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 1 employee and 71 individual clients.
- Its average account is about $218,000 (assets it manages divided by its 170 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | pochopfinancial.com |
| Phone | (802) 865-4900 |
Pochop Financial Management 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1% of Assets Under Management on amounts up to $500,000" source
"1% of Assets Under Management on amounts up to $500,000; 0.75% on the next $500,000; and 0.5% on amounts over $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 |
|---|---|
| Assets managed | $37 million |
| Individual clients | 71 |
| Accounts managed | 170 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 141397 |