Vineyard Wealth Group, LLC fees
Financial planner in Vineyard Haven, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2026, Vineyard Wealth Group, LLC (Vineyard Haven, MA) charges a flat or project fee of $1,000-$8,000 for financial planning.
- Website: vineyardwealthgroup.com (opens in new tab)
- Call (508) 696-2000
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change.
- Flat or project fee
- $1,000-
$8,000 Runs from below the Massachusetts median of $5,375 to above it.
“Flat fees range from $1,000 to $8,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- EA
- Team size
- Solo practice (one employee)
How Vineyard Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “The Firm may provide clients with fee invoices or fee notices describing the advisory fee calculation, including delivery through the secure client portal.”
- “Billing statements, invoices, or portal-delivered reports may reflect multiple accounts associated with the household.”
About Vineyard Wealth Group, LLC
- Principal: Grant Joiner
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 36
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $22.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 28, 2026
- CRD number
- 330619 (opens in new tab)
- Phone
- (508) 696-2000
More planners in Massachusetts that publish fees
- Greenway Financial Advisors LLCBurlingtonHourly $275-$500/hr, Flat $4,000-$25,000
- Theory Planning PartnersMarbleheadMonthly $1,500/mo
- Ebersole Financial LLCWellesley HillsAnnual $3,000/yr
- Fisher Financial StrategiesCambridgeHourly up to $420/hr, Flat $3,200-$6,300
- Cox Capital Management LLCAndoverHourly $150-$350/hr
- Philip J. Sagan Financial Consulting, Inc.NewtonHourly $425/hr
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.