Fee-only financial advisors in Vermont who charge hourly or a flat fee
36 fee-only advisers in Vermont offer financial planning for an hourly, fixed or subscription fee. 21 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Vermont, the median published hourly rate is $300 (15 firms; middle half $250–$350), and the median flat or project fee is $4,375 (11 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$350/hr | 15 firms |
| Flat or project fee | $4,375 | $2,625–$6,500 | 11 firms |
| Annual retainer | $3,000/yr | $2,500–$27,500/yr | 4 firms |
Fee-only advisors in Vermont and their published fees
21 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Antoine Williams & Associates Wealth Management, LLCShelburne | $500/hr | $5,000 | Not published |
| Blue Slate Investment ManagementBurlington | $250/hr | Not published | Not published |
| Copper Leaf Financial, LLCWilliston | $250/hr | Not published | Not published |
| Elephant Corner FinancialBurlington | $350/hr | Not published | $150–$1,000/mo |
| Greenhill Financial PartnersRutland | Not published | $1,500 | Not published |
| Hanson & Doremus Investment ManagementBurlington | $300/hr | Not published | Not published |
| Long Advisors LLCMiddlesex | $350/hr | Not published | Not published |
| Marble Trail AdvisorsMiddlebury | Not published | Not published | $2,500/yr |
| Milne Financial Planning, Inc.Saint Johnsbury | $425/hr | $2,500 | $5,000–$50,000/yr |
| Oak Maple Finance, LLCBurlington | $400/hr | $1,250–$7,500 | $200–$625/mo |
| One Day in July LLCBurlington | Not published | Not published | $1,200/yr |
| Pathway Financial Advisors, LLCSouth Burlington | $195–$300/hr | Not published | Not published |
| Pochop Financial Management, Inc.South Burlington | $100/hr | Not published | Not published |
| Poulos Advisors, Inc.South Burlington | $150–$300/hr | $500–$20,000 | Not published |
| Shipwright AdvisorsBurlington | Not published | $1,000–$5,000 | Not published |
| Stage 2 Planning Partners LLCS Burlington | $100–$425/hr | $250–$5,000 | Not published |
| Tack WealthBurlington | Not published | Not published | $2,000–$5,000/yr |
| The Alchemists, LLCStamford | $300/hr | $3,000–$10,000 | Not published |
| True North Financial Planning, LLCSouth Burlington | $325/hr | $500–$10,000 | Not published |
| Westview Investment AdvisorsBurlington | $300/hr | $3,000 | Not published |
| Williams Financial, LLCNorth Bennington | Not published | $6,000–$8,000 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (15)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 44 North Capital, LLC, Burlington
- Amor Fati Financial Services LLC, South Burlington
- B.w. Belisle Planning & Strategy Company LLC, South Burlington
- Equinox Financial Advisors, Inc., Manchester Center
- Farrow Financial Inc, South Burlington
- Fenwick Investments, LLC, White River Junction
- HWC Financial, Manchester Center
- Intrack Investment Management, Inc., South Burlington
- Manchester Capital Management LLC, Manchester
- Otto & Associates, Inc., Norwich
- Quantum Leap Capital, LLC, South Burlington
- Roots & Sparrow, Middlesex
- Silverlake Wealth Management LLC, Williston
- Soaring Wealth LLC, Bristol
- Veteran Wealth Planning, Ferrisburgh