Vermillion & White Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services and certain non-discretionary investment advisory services may be offered at a fee of $250.00 per hour.”

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

How Vermillion & White Wealth Management Group bills

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

• “All fees for Held Away Assets will be deducted from non-qualified accounts or will be invoiced to the Client in accordance with applicable IRS regulations. 6 ADV PART 2A Performance Based Fees VWG does not charge performance-based fees.”

How Vermillion & White Wealth Management Group’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in Phoenixville that publish an hourly rate charge less.

About Vermillion & White Wealth Management Group

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

334

Employees

4

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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$278,557,328

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168215

Website

vwwgroup.com (opens in new tab)

Phone

(610) 977-2098

Can advise clients in 5 states: California, Florida, New Jersey, Pennsylvania, Texas

Other planners in Phoenixville that publish fees

• Bouvel Investment Partners, LLCPhoenixville$250⁠-⁠$350/hr
• Timeless WealthPhoenixville$250/hr, $500⁠-⁠$15,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 5 planners in Phoenixville