Firm
Copper Leaf Financial, LLC
Rutland, Vermont
Fee-only
Copper Leaf Financial, LLC at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 4 employees and 137 individual clients, 78 of them high net worth.
- Its average account is about $398,000 (assets it manages divided by its 552 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Rutland, Vermont |
|---|---|
| Website | copperleaffinancial.com |
| [email protected] | |
| Phone | (802) 878-2731 |
Copper Leaf Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"The financial planning fee is determined at the time of engagement and is generally between $3,000 -$5,000" source
"Up to $500,000 1.25%" source
"On-going wealth management services are provided on a fee-only basis and are based on a percentage of assets" source
"The financial planning fee is determined at the time of engagement and is generally between $3,000 -$5,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $220 million |
| Individual clients | 59 |
| High-net-worth clients | 78 |
| Accounts managed | 552 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120617) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 285378 |