PlannerFees

Oak Maple Finance, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 25, 2026, Oak Maple Finance, LLC charges $400 an hour, a flat or project fee of $1,250⁠-⁠$7,500, and a monthly fee of $200⁠-⁠$625 for financial planning.

Published fees

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

Hourly rate
$400/hr
“Our hourly rate is $400.”
Flat or project fee
$1,250⁠-⁠$7,500
“Fixed fee rates range between $1,250 - $7,500.”
Monthly fee
$200⁠-⁠$625/mo
“Fees are paid monthly in arrears, ranging from $200 - $625 per month.”

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

How Oak Maple Finance, LLC bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “The fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Oak Maple Finance, LLC’s fees compare

  • Its hourly rate of $400 is above the Vermont median of $300. 86% of the 14 other Vermont planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Burlington that publish an hourly rate charge less.
  • Its flat or project fee of $1,250-$7,500 spans the Vermont median of $4,375. 50% of the 10 other Vermont planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Burlington that publish a flat or project fee charge less.

About Oak Maple Finance, LLC

“When we provide wealth management services, Clients grant us limited authority to buy and sell securities on a discretionary basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Rebecca K. Walsh
  • Firm size: 5 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • 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
2% a year
Clients
54
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$92,547,905
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322908
Website
instagram.com/oakmaplefinance (opens in new tab)
Phone
(802) 662-2880

Can advise clients in 2 states: New York, Vermont

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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.