Vested Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 296970
- Registered since
- March 22, 2024
- Website
- vestedfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vested Financial Planning, LLC is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily to individuals and families. The firm lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its advisory activities. It operates as a capital allocator, meaning it sources third-party managers and products on behalf of clients. Fee arrangements include a percentage of AUM alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Thomas Lo
Financial PlanningCRD 6021385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$138M in ETFs
39%
$54.1M
61%
$83.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $38.1M | 980,912 | 27.71% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Water Valley Investment Advisors, Inc.
RIASioux Center, IA
Delphinus Financial Advisors, LLC
RIAMansfield, MA
River's Edge
RIABeaver, PA
Crosspoint Financial, LLC
RIATustin, CA
Davenport Watts & Drake Investment Advisors, LLC
RIARidgeland, MS
Merida Capital Holdings LLC
RIARye, NY