Pochop Financial Management, Inc. fees and pricing

Financial planner in South Burlington, Vermont. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 29, 2026, Pochop Financial Management, Inc. charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Fees for consulting services are billed on an hourly basis, at the rate of $100 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The first payment is due and payable upon execution of the Investment Advisory Agreement, and will be assessed pro-rata in the event the Investment Advisory Agreement is executed other than the first day of the new calendar quarter.”
“Pochop Financial Management invoices the hourly fees as they are incurred and fees are payable upon receipt of Pochop Financial Management’s invoice and they will be paid directly by the client.”
“To the extent the client has prepaid fees and is owed a refund, Pochop Financial Management shall 6 make such refund payment to the client not later than thirty (30) days from the termination date of the Investment Advisory Agreement.”

Its hourly rate of $100 is below the Vermont median of $300. None of the 14 other Vermont planners that publish an hourly rate charge less.
None of the 3 other planners in South Burlington that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2006 (20 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 71
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $37,052,692
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 141397
Website: pochopfinancial.com (opens in new tab)
Phone: (802) 865-4900

Can advise clients in 2 states: New York, Vermont

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.