Poulos Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Fees for financial planning services are billed on a fixed fee basis ranging from $500 to $20,000 or on an hourly basis from $150 to $300 per hour.”

Flat or project fee

$500⁠-⁠$20,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Poulos Advisors, Inc. bills

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

• “For clients contracting for one-time financial plans, fees will be due in advance or arrears as agreed to with the client.”
• “The remaining amount will be divided into equal payments, payable monthly or quarterly, in advance.”
• “At no time will clients be required to pre-pay more than $500 six or more months in advance.”

How Poulos Advisors, Inc.’s fees compare

• Its hourly rate of $150-$300 is below the Vermont median of $300. 7% of the 14 other Vermont planners that publish an hourly rate charge less.
• 1 of the 3 other planners in South Burlington that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Vermont median of $4,375. 100% of the 10 other Vermont planners that publish a flat or project fee charge less.

About Poulos Advisors, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

115

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$150,420,377

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141905

Website

linkedin.com/in/kyle-abrahamovich-6a644588 (opens in new tab)

Phone

(802) 862-7361

Can advise clients in 4 states: California, New Hampshire, Nevada, Vermont

Other planners in South Burlington that publish fees

• Pathway Financial Advisors, LLCSouth Burlington$195⁠-⁠$300/hr
• Pochop Financial Management, Inc.South Burlington$100/hr
• True North Financial Planning, LLCSouth Burlington$325/hr, $500⁠-⁠$10,000
• Antoine Williams & Associates Wealth Management, LLCShelburne$500/hr, $5,000
• Blue Slate Investment ManagementBurlington$250/hr
• Copper Leaf Financial, LLCWilliston$250/hr

Compare all 9 planners in South Burlington