Firm
Vermillion Private Wealth
Lexington, Kentucky
Fee-only
Vermillion Private Wealth at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 42 individual clients, 6 of them high net worth.
- Its average account is about $108,000 (assets it manages divided by its 125 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | vermillionprivatewealth.com |
| Phone | (859) 320-0386 |
Vermillion Private Wealth fees
Vermillion Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $14 million |
| Individual clients | 36 |
| High-net-worth clients | 6 |
| Accounts managed | 125 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 309240 |