Shipwright Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Fixed fee rates range from $1,000 to $5,000.”

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

How Shipwright Advisors bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “We charge a recurring fixed fee paid monthly in advance, ranging from $80 to $4,800.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Shipwright Advisors’ fees compare

• Its flat or project fee of $1,000-$5,000 spans the Vermont median of $4,375. 30% of the 10 other Vermont planners that publish a flat or project fee charge less.
• None of the 2 other planners in Burlington that publish a flat or project fee charge less.

About Shipwright Advisors

• Principal: Nathan Owen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

0.8% a year

Clients

18

Employees

1

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

$2,238,195

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329816

Website

shipwrightadvisors.com (opens in new tab)

Phone

(802) 777-4288

Can advise clients in 2 states: Ohio, 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
• One Day in July LLCBurlington$1,200/yr
• Tack WealthBurlington$2,000⁠-⁠$5,000/yr

Compare all 9 planners in Burlington