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Financial Advisors

Charles Schwab

Financial Advisor serving Burlington, Vermont · 1 of 14 financial advisors in the area

📍 54, Burlington Mall Road, Burlington, MA, Burlington, Vermont
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📍 54, Burlington Mall Road, Burlington, MA, Burlington, Vermont

About Charles Schwab

Charles Schwab is a financial advisor located in Burlington, Vermont. As a local financial advisor, they serve Burlington and surrounding communities in Vermont. Contact them through ProHorizon for a free quote.

Financial professionals in Burlington should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Vermont securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Burlington

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Burlington may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Burlington

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Burlington?
Financial Advisors in Burlington typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Burlington?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 14 financial advisors in Burlington to choose from.
Does Charles Schwab offer free quotes?
Contact Charles Schwab directly to ask about free estimates. You can also request a quote through ProHorizon.

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