Firm
Poulos Advisors
South Burlington, Vermont
Fee-only
Poulos Advisors at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 115 individual clients, 55 of them high net worth.
- Its average account is about $472,000 (assets it manages divided by its 319 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | poulosadvisors.com |
| [email protected] | |
| Phone | (802) 862-7361 |
Poulos Advisors fees
Poulos Advisors 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 |
|---|---|
| Assets managed | $150 million |
| Individual clients | 60 |
| High-net-worth clients | 55 |
| Accounts managed | 319 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-133746) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 141905 |