Antoine Williams & Associates Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Time spent beyond the first 10 hours will be billed at a rate of $500 per hour.”

Flat or project fee

$5,000

“Financial planning fees will be billed at a fixed rate of $5,000 for the first 10 hours.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Antoine Williams & Associates Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of AWAAWM's fees within five business days of signing the Investment Advisory Contract.”
• “The fee for pension consulting services is negotiable and will be determined on a case by case depending on the nature and extent of services.”
• “Clients may terminate the agreement without penalty, for full refund of AWAAWM’s fees, within five business days of signing the Financial Planning Agreement.”

How Antoine Williams & Associates Wealth Management, LLC’s fees compare

• Its hourly rate of $500 is above the Vermont median of $300. 100% of the 14 other Vermont planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Vermont median of $4,375. 60% of the 10 other Vermont planners that publish a flat or project fee charge less.

About Antoine Williams & Associates Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

324

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$318,898,746

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312253

Website

antoinewilliamsandassoc.com (opens in new tab)

Phone

(802) 985-8808

Can advise clients in 9 states: California, Florida, Massachusetts, North Carolina, New Hampshire, New York, South Carolina, Texas, Vermont

Other planners in Vermont that publish fees

• Blue Slate Investment ManagementBurlington$250/hr
• Copper Leaf Financial, LLCWilliston$250/hr
• Elephant Corner FinancialBurlington$350/hr, $150⁠-⁠$1,000/mo
• Greenhill Financial PartnersRutland$1,500
• Hanson & Doremus Investment ManagementBurlington$300/hr
• Long Advisors LLCMiddlesex$350/hr

Compare all 36 planners in Vermont