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Find Retirement Advisors for Retirement Planning in Vermont, South Burlington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in South Burlington, Vermont (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2 Market Street, South Burlington, VT, 05403	$782,973,506	912	11	A percentage of AUM, Hourly charges, Fixed fees
2	99 Swift Street, Suite 305 South Burlington, VT, 05403-7360	$322,510,452	1178	4	A percentage of AUM
3	1233 Shelburne Road, Suite D-6b South Burlington, VT, 05403	$264,211,509	553	5	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (NEGOTIATED FEE STRUCTURE)
4	1233 Shelburne Road, Suite 410 South Burlington, VT, 05403	$146,102,481	466	1	A percentage of AUM, Hourly charges, Fixed fees
5	3 Baldwin Ave, South Burlington, VT, 05403	$104,998,332	638	7	Hourly charges, Fixed fees

Information on Top Retirement Planning firms in South Burlington, Vermont

PATHWAY FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 124801

Assets Under Management $782,973,506

No. Of Clients912

Clients Per Financial Advisor83

PATHWAY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in South Burlington, Vermont. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 912 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES)

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BROADLAKE FINANCIAL MANAGEMENT

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QualificationsFirm CRD# 105057

Assets Under Management $322,510,452

No. Of Clients1178

Clients Per Financial Advisor295

BROADLAKE FINANCIAL MANAGEMENT is a financial advisory firm situated in South Burlington, Vermont. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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INTRACK INVESTMENT MANAGEMENT, INC.

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QualificationsFirm CRD# 106450

Assets Under Management $264,211,509

No. Of Clients553

Clients Per Financial Advisor111

INTRACK INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in South Burlington, Vermont. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (NEGOTIATED FEE STRUCTURE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING-INCIDENTIAL ONLY, MONEY COACHING)

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DEMPSEY INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 134667

Assets Under Management $146,102,481

No. Of Clients466

Clients Per Financial Advisor466

DEMPSEY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in South Burlington, Vermont. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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QUANTUM LEAP CAPITAL, LLC

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QualificationsFirm CRD# 165310

Assets Under Management $104,998,332

No. Of Clients638

Clients Per Financial Advisor91

QUANTUM LEAP CAPITAL, LLC is a financial advisory firm situated in South Burlington, Vermont. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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