Soaring Wealth LLC fees
Financial planner in Bristol, Vermont. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Soaring Wealth LLC (Bristol, VT) charges $300-$500 an hour, a flat or project fee of $6,000-$16,000, a monthly fee of $800, and an annual fee of $9,600 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change.
- Hourly rate
- $300-
$500/hr Runs from below the Vermont median of $325 to above it.
“Financial Planning on an Hourly Basis On a limited basis, Financial Planning is also offered at a rate of $300-500 per hour.”
- Flat or project fee
- $6,000-
$16,000 Above the Vermont median of $3,688; 8 of the 9 other planners in Vermont that publish a flat or project fee charge less.
“The fixed fee can range between $6,000 - $16,000, depending on complexity and the needs of the client for the Comprehensive Plan.”
- Monthly fee
- $800/mo
“Financial wellness maintenance ($800/month)”
- Annual fee
- $9,600/yr
“Client Type Standard Fee Typical Planning Areas Standard $9,600 annual fee…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Soaring Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid quarterly in advance.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
About Soaring Wealth LLC
- Principal: Malissa Marshall
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, annual planning fees, and a percentage of assets under management
- Clients
- 23
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $19.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 28, 2026
- CRD number
- 299867 (opens in new tab)
- Phone
- (802) 505-9955
More planners in Vermont that publish fees
- Marble Trail AdvisorsMiddleburyAnnual from $2,500/yr
- Milne Financial Planning, Inc.St. JohnsburyHourly $425/hr, Flat $2,500
- Hanson & Doremus Investment ManagementBurlingtonHourly $300/hr
- Equinox Financial Advisors, Inc.Manchester CenterHourly up to $500/hr
- Copper Leaf Financial, LLCWillistonHourly from $250/hr
- True North Financial Planning, LLCSouth BurlingtonHourly $325/hr, Flat $500-$10,000
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.