Hanson & Doremus Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Registrant’s planning and consulting fee is negotiable, but generally is $300 on an hourly rate basis.”

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

How Hanson & Doremus Investment Management bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Hanson & Doremus Investment Management’s fees compare

• Its hourly rate of $300 matches the Vermont median of $300. 43% of the 14 other Vermont planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Burlington that publish an hourly rate charge less.

About Hanson & Doremus Investment Management

• Firm size: 14 employees.
• Registered as an adviser: 1998 (28 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

0.85% a year

Clients

584

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$1,060,897,838

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108045

Website

hansondoremus.com (opens in new tab)

Phone

(802) 658-2668

Can advise clients in 12 states: California, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, Nebraska, New Hampshire, New York, Texas, Vermont

Other planners in Burlington that publish fees

• Blue Slate Investment ManagementBurlington$250/hr
• Elephant Corner FinancialBurlington$350/hr, $150⁠-⁠$1,000/mo
• 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