VERMILLION FINANCIAL ADVISORS, INC.
SEC RegisteredYour Wealth. Our Expertise.
About the firm
Founded in 1988, Vermillion Financial Advisors was established with a clear mission to provide financial planning and wealth management services that exceed industry standards. The firm's purpose is to provide clients with financial peace of mind through thorough, independent, educational, and relationship driven advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including investment planning, tax planning, retirement planning, legacy planning, family office services, employer retirement plans, employee benefits, and exit planning for businesses.
Who they serve
Successful individuals and families, as well as a range of different professions and lifestyles, including family office clients and businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 162 | $59M |
| High Net Worth Individuals | 103 | $301M |
| Charitable Organizations | 11 | $18M |
| State/Municipal Entities | 3 | — |
279 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VERMILLION FINANCIAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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