Vested Financial Planning, LLC

Overview

Vested Financial Planning, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and focuses on serving individuals and families. Its advisory services center on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside managers or advisers on clients’ behalf. Vested charges a mix of fee structures—percentage of AUM, hourly fees, and fixed fees—and identifies itself as a capital allocator, meaning it routes client capital to external managers or pooled vehicles when appropriate. The firm does not identify as an active ESG investor and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives