One Day in July LLC fees and pricing
Financial planner in Burlington, Vermont. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 4, 2026, One Day in July LLC charges an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,200/yr
“The minimum Advisory Fee of $1,200 per year shall be adjusted for inflation every three years and rounded up to the nearest $100 based upon the Consumer Price Index.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How One Day in July LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisory Fee for assets under management between $0.00 and $23,600,000.00 is generally not negotiable.”
- “The Plan Fee may be negotiable and ODIJ may offer a promotional discount to Plan clients who meet certain criteria.”
- “In most cases, if the agreement is terminated prior to the end of a quarterly billing cycle, ODIJ will not refund a prorated portion of the Plan Fee to the Plan.”
About One Day in July LLC
- Firm size: 23 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- 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
- 0.75% a year
- Minimum
- No minimum stated in brochure
- Clients
- 1,351
- Employees
- 23
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $1,363,708,936
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284335
- Phone
- (802) 503-8280
Can advise clients in 15 states: California, Connecticut, Florida, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Vermont
Other planners in Burlington that publish fees
- Blue Slate Investment ManagementBurlington$250/hr
- Elephant Corner FinancialBurlington$350/hr, $150-$1,000/mo
- Hanson & Doremus Investment ManagementBurlington$300/hr
- Oak Maple Finance, LLCBurlington$400/hr, $1,250-$7,500
- Shipwright AdvisorsBurlington$1,000-$5,000
- Tack WealthBurlington$2,000-$5,000/yr
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.