Vita Planning Group LLC

RIASEC Registered

Total AUM

$83.7M

Discretionary

$83.7M

100% of AUM

Avg account

$589K

Accounts

142

Employees

Advisory reps

Firm details

Headquarters: Camas, Washington
CRD number: 312323
Registered since: February 22, 2021
Website: www.vita401k.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.35%
Individuals12.9%
Corporations / Businesses12.02%
Pension & Profit Sharing Plans5.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vita Planning Group LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals/small businesses, and portfolio management for businesses or institutions. Its service mix includes fee-based AUM billing alongside hourly and fixed-fee engagements, and the firm also acts as a pension consultant. Vita reports an affiliation with an insurance company, and it does not characterize itself as an active ESG investor.