Firm
One DAY in July
Burlington, Vermont
Fee-only
One DAY in July at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 14 advisors are listed here; 1 of 14 hold the CFA.
- Its Form ADV reports 23 employees and 1,351 individual clients, 379 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 4,011 accounts).
Facts
| Based in | Burlington, Vermont |
|---|---|
| Website | eventbrite.com/o/one-day-in-july-34301369503 |
| Phone | (802) 503-8280 |
One DAY in July fees
One DAY in July doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $1.4 billion |
| Individual clients | 972 |
| High-net-worth clients | 379 |
| Accounts managed | 4,011 |
| Employees | 23 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113839) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 284335 |