Vineyard Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$441,010
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$441,010
About
Vineyard Wealth Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and corporate or business clients. Offerings include comprehensive portfolio management (with the option to engage third‑party sub‑advisors), standalone financial planning and consulting, and facilitation of basic estate planning documents through a third‑party platform.
The firm operates as a fiduciary and emphasizes individualized portfolios aligned with each client’s goals, risk tolerance and time horizon, using a mix of fundamental, technical, quantitative and sector analyses and multiple asset‑allocation approaches (strategic, dynamic, tactical and core‑satellite). Portfolios may include equities, fixed income, ETFs and other public or private securities, and the Brochure discloses use of margin, options and short‑sale strategies with ongoing monitoring and periodic rebalancing.
Noteworthy aspects relative to peers include the firm’s integrated tax capability — the principal holds an Enrolled Agent credential and the advisory relationship can include ongoing tax planning and annual individual tax preparation for clients who meet the firm’s AUM/planning thresholds — and its work with institutional clients such as pension plans and business entities. The firm also discloses use of derivatives in managed accounts and routine engagement of third‑party money managers, practices that are less common among similarly structured independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Options & derivatives strategies
Fee options
Financial planning and consulting flat fees ranging from $500 to $4,000, based on scope and complexity. Tax preparation services included for clients with $500,000 or more AUM or engaged in top-tier planning service (up to $4,000 annually). Additional flat fees may apply for estate planning services via third-party provider Wealth.com.
$0 - $999,999.99: 1.00% $1,000,000 - $2,999,999.99: 0.85% $3,000,000 - $4,999,999.99: 0.70% $5,000,000+: 0.50%
Main office location
Vineyard Wealth Group, LLC
5 Beach Street
Vineyard Haven MA 02568, United States
Number of offices
1
Most active in
Vineyard Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(508) 696-2000
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