Vitality Planning, LLC
RIASEC Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$877K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315580
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.01%
- Individuals9.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vitality Planning, LLC is an individual-owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. It reports being an active ESG investor and indicates a preference for equity-oriented strategies. Vitality is not structured as a capital allocator and is not a multi-state adviser. The firm operates from two office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Contacts
1 of 1
James Knochenmus
OwnerCRD 7491395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations