Firm
Soaring Wealth LLC
Bristol, Vermont
Fee-only
Soaring Wealth LLC at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 10 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 71 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
- Advice is offered in German and English.
Facts
| Based in | Bristol, Vermont |
|---|---|
| Website | soaring-wealth.com |
| [email protected] | |
| Phone | (802) 505-9955 |
Soaring Wealth 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| Asset-based fee | 0.6% to 0.8% a year |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Minimum annual fee of $12,000, which includes up to $1 million of managed assets" source
"0.60% on assets above $2 million" source
"0.80% on assets up to $2 million" source
"Minimum annual fee of $12,000, which includes up to $1 million of managed assets" 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 | $19 million |
| Individual clients | 13 |
| High-net-worth clients | 10 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 299867 |