Vital Wealth Strategy, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$750/hr

“Hourly fees are billed at a rate of $350 to $750 per hour.”

Flat or project fee

$7,500⁠-⁠$50,000

“A fixed fee ranging from $7,500 to $50,000 per engagement.”

Annual fee

$18,000⁠-⁠$30,000/yr

“A fixed fee ranging from $18,000 to $30,000 per year.”

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

How Vital Wealth Strategy, 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 in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “Family Office Services Family office fees are paid in advance of each calendar quarter, pursuant to the terms of the family office services agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”

How Vital Wealth Strategy, LLC’s fees compare

• Its hourly rate of $350-$750 is above the Massachusetts median of $300. 96% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$50,000 is above the Massachusetts median of $4,750. 96% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $18,000-$30,000 is above the Massachusetts median of $8,250. 84% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Vital Wealth Strategy, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

3% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343055

Website

vitalwealthstrategy.com (opens in new tab)

Phone

(607) 857-1094

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts