Vigil Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Hourly fees are charged at $200 per hour.”

Flat or project fee

$5,000

“Fixed fees are charged at $5,000.”

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

How Vigil Wealth Management, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Vigil Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 2 other planners in Ponte Vedra Beach that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Ponte Vedra Beach that publish a flat or project fee charge less.

About Vigil Wealth Management, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

162

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$186,035,899

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299619

Website

vigilwealthmanagement.com (opens in new tab)

Phone

(904) 709-4810

Can advise clients in 5 states: California, Florida, Georgia, Nebraska, Texas

Other planners in Ponte Vedra Beach that publish fees

• B&c Financial AdvisorsPonte Vedra Beach$2,500
• Sapphire Wealth Consulting, Inc.Ponte Vedra Beach$5,000
• Stanford Wealth Planning LLCPonte Vedra Beach$250/hr, $250⁠-⁠$20,000
• Truewater WealthPonte Vedra Beach$200/hr, $7,500

Compare all 9 planners in Ponte Vedra Beach