Flat fee financial advisors in Vermont
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Vermont is $5,000, from 9 firms that filed as flat fee financial advisors and list a price. The middle half charge $3,000-$6,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,000 | $3,000-$6,500 | 9 firms |
Flat fee financial advisors in Vermont and their published fees
9 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Poulos Advisors, Inc.South Burlington | $150-$300/hr | $500-$20,000 | Not published |
| True North Financial Planning, LLCSouth Burlington | $325/hr | $500-$10,000 | Not published |
| Shipwright AdvisorsBurlington | Not published | $1,000-$5,000 | Not published |
| Oak Maple Finance, LLCBurlington | $400/hr | $1,250-$7,500 | $200-$625/mo |
| Milne Financial Planning, Inc.Saint Johnsbury | $425/hr | $2,500 | $5,000-$50,000/yr |
| The Alchemists, LLCStamford | $300/hr | $3,000-$10,000 | Not published |
| Westview Investment AdvisorsBurlington | $300/hr | $3,000 | Not published |
| Antoine Williams & Associates Wealth Management, LLCShelburne | $500/hr | $5,000 | Not published |
| Williams Financial, LLCNorth Bennington | Not published | $6,000-$8,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (17)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Copper Leaf Financial, LLC, Williston
- Elephant Corner Financial, Burlington
- Marble Trail Advisors, Middlebury
- One Day in July LLC, Burlington
- Pathway Financial Advisors, LLC, South Burlington
- Tack Wealth, Burlington
- 44 North Capital, LLC, Burlington
- B.w. Belisle Planning & Strategy Company LLC, South Burlington
- Farrow Financial Inc, South Burlington
- HWC Financial, Manchester Center
- Intrack Investment Management, Inc., South Burlington
- Manchester Capital Management LLC, Manchester
- Quantum Leap Capital, LLC, South Burlington
- Roots & Sparrow, Middlesex
- Silverlake Wealth Management LLC, Williston
- Soaring Wealth LLC, Bristol
- Veteran Wealth Planning, Ferrisburgh