Vermillion Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning generally consists of an initial financial planning fee of $2,500, due upon delivery of the initial financial plan, and an ongoing annual review fee of $500, due after the annual review meeting.”

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

How Vermillion Private Wealth bills

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

• “Clients may also choose to pay advisory fees by check, credit card, or debit card.”
• “For payments made by debit card or credit card, we use an independent thirdparty payment processor that allows clients to securely pay their fees.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Vermillion Private Wealth’s fees compare

• Its flat or project fee of $500-$2,500 is below the Kentucky median of $3,000. 27% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Lexington that publish a flat or project fee charge less.

About Vermillion Private Wealth

• Principal: James Vermillion
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

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

1.5% a year

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,546,892

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309240

Website

instagram.com/vermillionprivatewealth (opens in new tab)

Phone

(859) 320-0386

Can advise clients in 4 states: Kentucky, Louisiana, Ohio, Pennsylvania

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Blue Castle WealthLexington$125/hr, $250⁠-⁠$2,500
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000

Compare all 27 planners in Lexington