Vesteer Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$5,000

“Financial planning services are offered based on a flat fee between $4,000 and $5,000.”

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

How Vesteer Wealth Management, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets and as a flat fee.”

How Vesteer Wealth Management, LLC’s fees compare

• Its flat or project fee of $4,000-$5,000 spans the Virginia median of $4,250. 51% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Charlottesville that publish a flat or project fee charge less.

About Vesteer Wealth Management, LLC

• Principal: Rodney Sullivan
• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• 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

1.25% a year

Clients

30

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$24,241,632

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306992

Website

vesteerwealth.com (opens in new tab)

Phone

(434) 282-1215

Can advise clients in 2 states: Nebraska, Virginia

Other planners in Charlottesville that publish fees

• Aria Wealth PartnersCharlottesville$2,500⁠-⁠$10,000
• Broadpark Advisors, LLCCharlottesville$250/hr, $300
• High Top Growth PartnersCharlottesville$500/hr, $10,000
• Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
• Miller Asset Solutions LLCCharlottesville$1,000/yr
• Nicolette Financial Advisors LLCCharlottesville$150⁠-⁠$200/hr, $150/qtr

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