Long Advisors LLC fees and pricing

Financial planner in Middlesex, Vermont. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 9, 2026, Long Advisors LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The negotiated hourly fee for these services is $350 an hour.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”

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.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 3
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed: $2,554,314
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 322839
Phone: (802) 828-7490

Can advise clients in 2 states: Delaware, 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Is something on this page wrong or out of date?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.