The Alchemists, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,291,930
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
91
3% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$277,933
About
The firm works with individual clients and employer-sponsored retirement plans, providing portfolio management, ongoing and project-based financial planning, and retirement-plan consulting and administrative support. Consistent with most supported firms, advisory compensation is asset-based and the firm offers portfolio management for individual accounts.
The Alchemists generally applies passive, asset-allocation strategies informed by Modern Portfolio Theory, favoring long-term buy-and-hold holdings such as mutual funds, ETFs, stocks, and bonds and occasionally employing direct-indexing approaches. Portfolio management is typically discretionary and is integrated with ongoing financial planning for clients who engage management services, with periodic reviews and rebalancing.
Distinctive aspects noted in the brochure include a program of educational workshops and seminars and an explicit focus on retirement-plan services — including participant education, fiduciary training, IPS and DIA/QDIA oversight — offerings that are less common for firms of this size. The firm’s managing member is also a licensed insurance producer and may receive commissions if clients purchase recommended insurance products, a potential conflict disclosed in the brochure and mitigated by client discretion to purchase elsewhere.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business sale tax planning
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees typically ranging from $3,000 to $10,000 for Project-Based Financial Planning Services
$0 - $15,000: 0.00% $15,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.75% $3,500,001 - $6,000,000: 0.50% $6,000,001+: 0.30%
Insurance products commissions earned by Managing Member if purchased through her
Typically $300/hour for Project-Based Financial Planning Services
Main office location
The Alchemists, LLC
Stamford VT, United States
Number of offices
1
Most active in
The Alchemists, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · Rhode Island · Vermont
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
(203) 518-0034
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