Firm
Vineyard Wealth Group
Vineyard Haven, Massachusetts
Fee-only
Vineyard Wealth Group at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 8 of them high net worth.
- Its average account is about $290,000 (assets it manages divided by its 79 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Massachusetts median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Vineyard Haven, Massachusetts |
|---|---|
| Website | vineyardwealthgroup.com |
| [email protected] | |
| Phone | (508) 696-2000 |
Vineyard Wealth Group 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 $1,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"A minimum annual fee of $1,000 applies for ongoing financial guidance." source
"$1,000 – $8,000 one-time engagement" source
"$0 to $1,000,000 1.00%" source
"We have no minimum account size." 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 · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 28 |
| High-net-worth clients | 8 |
| Accounts managed | 79 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-131617) |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 330619 |