Vitale & Caputo Wealth Management LLC fees and pricing
Financial planner in Middleton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 28, 2026, Vitale & Caputo Wealth Management LLC charges a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“These fees are negotiable. 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vitale & Caputo Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of VC Wealth’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Vitale & Caputo Wealth Management LLC’s fees compare
- Its flat or project fee of $1,500-$10,000 spans the Massachusetts median of $4,750. 65% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Vitale & Caputo Wealth Management LLC
- Principal: Louis Caputo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2018 (8 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289420
- Phone
- (978) 777-7001
Can advise clients in 2 states: Massachusetts, New Hampshire
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
Is something on this page wrong or out of date?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.