PlannerFees

The Alchemists, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 24, 2026, The Alchemists, LLC charges $300 an hour and a flat or project fee of $3,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Project-Based Financial Planning Services For our Project-Based Financial Planning Services, we charge either a fixed fee arrangement, with fees typically ranging from $3,000 to $10,000, or an hourly fee arrangement, typically at a rate of $300, based on the complexity of your financial situation.”
Flat or project fee
$3,000⁠-⁠$10,000

From the same sentence as above.

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

How The Alchemists, LLC bills

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

  • “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
  • “At the same time, we will send you an invoice reflecting the formula used to calculate the fee, the amount of assets under management on which the fee is calculated, and the time period covered by the fee.”
  • “If you have any questions or concerns about your invoice, you are urged to contact us immediately.”

How The Alchemists, LLC’s fees compare

  • Its hourly rate of $300 matches the Vermont median of $300. 43% of the 14 other Vermont planners that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$10,000 spans the Vermont median of $4,375. 80% of the 10 other Vermont planners that publish a flat or project fee charge less.

About The Alchemists, LLC

“We offer Portfolio Management, Financial Planning, and Retirement Plan Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting
  • Charitable giving

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
1% a year
Clients
91
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$25,706,430
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333737
Website
instagram.com/maggiekoosa (opens in new tab)
Phone
(203) 518-0034

Can advise clients in 4 states: Florida, Massachusetts, Rhode Island, Vermont

Other planners in Vermont that publish fees

Compare all 36 planners in Vermont

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.