Firm
Hanson+Doremus
Burlington, Vermont
Fee-only
Hanson+Doremus at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 10 advisors are listed here; 6 of 10 hold the CFA.
- Its Form ADV reports 14 employees and 584 individual clients, 250 of them high net worth.
- Its average account is about $681,000 (assets it manages divided by its 1,557 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Burlington, Vermont |
|---|---|
| Website | hansondoremus.com |
| Phone | (802) 658-2668 |
Hanson+Doremus fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"On the first $1,000,000 in assets 0.85%" source
"We generally require a minimum account size of $1,000,000 for ongoing investment advisory services." source
"Our advisory fee is calculated as a percentage of the assets we manage for you" 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 |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 334 |
| High-net-worth clients | 250 |
| Accounts managed | 1,557 |
| Employees | 14 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-55412) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 108045 |