Poulos Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$148,183,885
Clients
115
Advisors
2
of 3 employees
About
Poulos Advisors works with individuals (including high‑net‑worth clients), privately‑held business owners, trusts and employer‑sponsored retirement plans to provide financial planning, discretionary asset management, sub‑adviser selection and qualified plan consulting. For plan sponsors the firm also offers employee educational seminars and plan participant workshops as part of its consulting services.
The firm’s investment approach emphasizes diversified portfolios built with mutual funds and equities using a modern‑portfolio framework and limited market‑timing, with asset‑allocation adjustments made to address client risk profiles and special situations. Poulos Advisors conducts due diligence on third‑party managers, may delegate management to unaffiliated sub‑advisers, and generally implements strategies on a discretionary basis while permitting client‑imposed restrictions.
Noteworthy for a firm of its size, Poulos Advisors has explicit, disclosed commercial relationships with third‑party platform providers — including an onboarding and platform arrangement with Zoe Financial (and its recommended custodian, Apex) and a separate arrangement with Focus Point Solutions — that supply lead generation, back‑office services, model portfolios and trade‑execution support and which the firm discloses as potential conflicts. The firm also uses paid referral/endorsement channels in its client outreach and routinely conducts educational seminars for plan participants, practices that are less common among peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $20,000; Qualified Plan Consulting may include flat fees
$0 - $1,000,000: 1.5% $1,000,000 - $5,000,000: 1.0% $5,000,000+: 0.85%
Financial planning hourly fees range from $150 to $300 per hour; Qualified Plan Consulting hourly fees range from $250 to $350 per hour
Minimum fee: Minimum fee for Qualified Plan Consulting Services generally $3,000 annually Fee-only: Financial planning fees on fixed fee basis from $500 to $20,000 or hourly basis $150 to $300 per hour
Main office
1233 Shelburne Road, C 4
South Burlington VT 05403
Advisors at this office
2
Most active in
California · Nevada · New Hampshire · Vermont
Also doing business as
Poulos Advisor, Inc. · Poulos Advisors, Inc. · Poulos Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Beth W
Series 65
South Burlington, VT
Poulos Advisors, Inc.
Beth Wilson is a financial advisor at Poulos Advisors, Inc. in South Burlington, VT, holding a Series 65 designation with 16 years of industry experience. She has been with Poulos Advisors since 2010. Poulos Advisors serves individuals, including high-net-worth clients, privately held business owners, trusts, and employer-sponsored retirement plans by offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios within a modern-portfolio framework and conducts due diligence on third-party managers, implementing strategies primarily on a discretionary basis.
Kyle A
Series 63, Series 65
South Burlington, VT
Poulos Advisors, Inc.
Kyle Abrahamovich is a financial advisor with Poulos Advisors, Inc. in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Poulos Advisors since 2006. In addition to his advisory role, he spends approximately 10% of his time as an independent insurance agent. Poulos Advisors serves individuals, high-net-worth clients, privately held business owners, trusts, and employer-sponsored retirement plans by offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios using a modern-portfolio framework with limited market-timing and conducts due diligence on third-party managers, often implementing strategies on a discretionary basis while accommodating client restrictions.
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