Vermillion Financial Advisors, Inc. fees and pricing

Financial planner in South Barrington, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Vermillion Financial Advisors, Inc. charges a flat or project fee of $3,500⁠-⁠$7,750 and a monthly fee of $170⁠-⁠$530 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,500⁠-⁠$7,750
“Advisory Staff Personal Financial Counselor Senior Financial Advisor Flat Fee * $3,500 $6,000 Advisory Staff Personal Financial Advisor Managing Advisor Flat Fee * $4,500 $7,750 Note: *Flat fee is not to exceed 25 hours of PLANNER’s time.”
Monthly fee
$170⁠-⁠$530/mo
“Advising Staff Personal Financial Counselor Personal Financial Advisor Senior Financial Advisor Managing Advisor Individual Monthly Fee $170 $295 $395 $530 Min.”

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

How Vermillion Financial Advisors, Inc. bills

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

  • “If a service is requested that does not fall within the scope of one of the below service plans, the CLIENT will be billed for services rendered on an hourly basis subject to the minimum fee found below or in any other appropriate agreement offered by ADVISOR.”
  • “Upon CLIENT engagement for a selected investment service, CLIENT shall be immediately invoiced for 30 days of services to cover initial set up costs.”

How Vermillion Financial Advisors, Inc.’s fees compare

  • Its flat or project fee of $3,500-$7,750 spans the Illinois median of $4,500. 64% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Vermillion Financial Advisors, Inc.

  • Firm size: 10 employees.
  • Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

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
265
Employees
10
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$386,742,517
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
119239
Website
vermillionfinancial.com (opens in new tab)
Phone
(847) 382-9999

Can advise clients in 4 states: Arizona, Florida, Illinois, Texas

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