PlannerFees

Copper Leaf Financial, LLC fees and pricing

Financial planner in Williston, Vermont. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 23, 2026, Copper Leaf Financial, LLC charges $250 an hour for financial planning.

Published fees

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

Hourly rate
$250/hr
“Copper Leaf may charge for additional services, such as enrollment or education meetings, on an a la carte basis, based on an hourly rate of no less than $250.”

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

How Copper Leaf Financial, LLC bills

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

  • “Clients will be charged in advance at the beginning of each calendar quarter based upon the fixed fee described earlier.”
  • “New clients are charged a prorated fee for the remainder of the quarter in which the agreement is in place.”

How Copper Leaf Financial, LLC’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.

About Copper Leaf Financial, LLC

“Wealth Management Services Copper Leaf is a fee-only financial planning and investment advisory firm, providing personalized, comprehensive wealth management services to individuals, families, trusts, charitable organizations, pensions and corporations who seek an in-depth, on-going, long term relationship with a…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting
  • Charitable giving

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
137
Employees
4
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$219,554,121
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
285378
Website
linkedin.com/company/copper-leaf-financial (opens in new tab)
Phone
(802) 878-2731

Can advise clients in 3 states: New Hampshire, New York, Vermont

Other planners in Vermont that publish fees

Compare all 36 planners in Vermont

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.