Vernon Management Group, Incorporated fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for consultations are charged a minimum of $250 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“Fees for financial planning services will range from $500 to $15,000, with a minimum fee of $500.”

Monthly fee

$1,000/mo

“The Firm will charge a minimum monthly fee of $1,000 for this service.”

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

How Vernon Management Group, Incorporated bills

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

• “Management Fees are generally paid quarterly, in advance, as provided in the agreement with the Client, based on the value of the account(s) as of the close of the previous quarter.”
• “Management Fees will be prorated for a deposit into a separate account during a calendar quarter.”
• “If for any reason a Client should wish to terminate an investment advisory contract, the Client must give, on average, thirty (30) days prior written notice and advanced fees will be refunded on a prorated basis.”

How Vernon Management Group, Incorporated’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Virginia median of $4,250. 77% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Vernon Management Group, Incorporated

• Firm size: 3 employees.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

50

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$55,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117666

Website

vernonmanagementgroup.com (opens in new tab)

Phone

(804) 683-8479

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

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