Vermillion Wealth Management Inc. fees and pricing
Financial planner in Rosemount, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 18, 2026, Vermillion Wealth Management Inc. charges a flat or project fee of $1,000-$5,000, a quarterly fee of $200-$1,000, and an annual fee of $2,000-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Services are offered based on a flat fee between $1,000 and $5,000.”
- Quarterly fee
- $200-$1,000/qtr
“Check – to be remitted by Client to VWM ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a quarterly fixed fee of $200 - $1000 for ongoing financial advice.”
- Annual fee
- $2,000-$8,000/yr
“The annual fees are a fixed fee between $2,000 and $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vermillion Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees will be charged quarterly in arrears.”
How Vermillion Wealth Management Inc.’s fees compare
- Its flat or project fee of $1,000-$5,000 is below the Minnesota median of $5,250. 31% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- Its annual fee of $2,000-$8,000 is below the Minnesota median of $8,050. 31% of the 49 other Minnesota planners that publish an annual fee charge less.
About Vermillion Wealth Management Inc.
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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% a year
- Clients
- 706
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $459,879,287
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281978
- Phone
- (651) 480-4601
Can advise clients in 7 states: Arizona, California, Florida, Minnesota, New Jersey, Texas, Wisconsin
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.