Blue Slate Investment Management fees and pricing
Financial planner in Burlington, Vermont. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Blue Slate Investment Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Blue Slate offers standalone financial planning services at an hourly rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Slate Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Blue Slate Investment Management’s fees compare
- Its hourly rate of $250 is below the Vermont median of $300. 21% of the 14 other Vermont planners that publish an hourly rate charge less.
- None of the 4 other planners in Burlington that publish an hourly rate charge less.
About Blue Slate Investment Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Founded: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $14,323,343
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332847
- Phone
- (802) 242-0019
Other planners in Burlington that publish fees
- Elephant Corner FinancialBurlington$350/hr, $150-$1,000/mo
- Hanson & Doremus Investment ManagementBurlington$300/hr
- Oak Maple Finance, LLCBurlington$400/hr, $1,250-$7,500
- One Day in July LLCBurlington$1,200/yr
- Shipwright AdvisorsBurlington$1,000-$5,000
- Tack WealthBurlington$2,000-$5,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.