Marble Trail Advisors fees and pricing

Firm size: 9 employees.
Registered as an adviser: 2019 (7 years).

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

According to its Form ADV Part 2A brochure dated February 17, 2026, Marble Trail Advisors charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “Marble Trail has established a minimum annual planning fee of $2,500 per household, but may negotiate a fee below the annual minimum where circumstances warrant.”

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

“The fee schedule is subject to change upon prior written notice to the client. 5 Fees are paid quarterly in advance, and clients may terminate their contracts with written notice.”
“At the point of termination, fees will be refunded on a prorated basis, based on the number of days remaining in a quarter.”
“Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 368
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $582,695,913
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 154744
Website: marbletrail.com (opens in new tab)
Phone: (802) 388-6300

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