VG Financial Consulting, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287580
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

VG Financial Consulting, LLC is an independent, individual-owned registered investment adviser organized as a limited liability company that concentrates on financial planning for individual and family clients. The firm bills clients using hourly and fixed-fee arrangements rather than asset-based or performance fees, and its advisory scope is listed primarily as financial planning services. The record indicates the adviser does not act as a capital allocator, does not identify as a multi-state adviser, and does not position itself as an active ESG investor or pension consultant. The year of SEC registration is not specified in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Valerie Gospodarek

    Valerie Gospodarek

    CEOCRD 5154478

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth