Elephant Corner Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In the event of early termination, you are responsible for paying fees for any services provided prior to termination at an hourly rate of $350 multiplied by the hours worked prior to termination, unless otherwise specified in your agreement.”

Monthly fee

$150⁠-⁠$1,000/mo

“Fees for our Ongoing Subscription-Based service may be a fixed fee of $150 to $1,000 per month payable in advance, depending on your ongoing service needs.”

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

How Elephant Corner Financial bills

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

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Unless you engage us for the Ongoing Subscription-Based Service, our services will automatically terminate upon delivery of the Comprehensive Financial Plan.”
• “Otherwise, fees for services provided in excess of the initial deposit will be due and payable upon receipt of our invoice.”

How Elephant Corner Financial’s fees compare

• Its hourly rate of $350 is above the Vermont median of $300. 71% of the 14 other Vermont planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Burlington that publish an hourly rate charge less.

About Elephant Corner Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$90,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330000

Website

twitter.com/elephantcf (opens in new tab)

Phone

(802) 448-4238

Other planners in Burlington that publish fees

• Blue Slate Investment ManagementBurlington$250/hr
• 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

Compare all 9 planners in Burlington