Jody White is a CFA, CFP-designated registered investment advisor at Farrow Financial INC, based in South Burlington, VT, with 16 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 195 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Employees and immediate family members may receive reduced or waived fees. Financial planning service is included in investment management fees.
Fee Estimator
Location
1 Kennedy Drive Suite U8, South Burlington, VT, 05403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jody owns rental real estate through Greystone Capital, LLC and spends minimal time managing it. Jody is also a member/owner of Farm Developing, LLC, a real estate company, dedicating a few hours per week to consulting, and advises Gifford Health Care on financial matters, spending a few hours per week.
Employment History
Current Registrations
Farrow Financial INC
State Registrations1 state
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