Vector Financial Services, LLC fees and pricing
Financial planner in Syracuse, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Vector Financial Services, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We also offer advice on single-subject financial planning/general consulting services at an hourly rate of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vector Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending upon the complexity and scope of the services rendered.”
- “Our consulting fee is payable as invoiced.”
- “If you have pre-paid financial consulting fees that we have not yet earned, you will receive a prorated refund of those fees.”
How Vector Financial Services, LLC’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
About Vector Financial Services, LLC
“Description of advisory services we offer VFS has always been a small firm specializing in financial planning, investment advice, and managing client portfolios. We offer financial planning engagements which typically”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Divorce
- Business owners
- Social Security
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
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $19,183,856
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156125
- Phone
- (855) 932-2932
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
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.