Vilga Financial Planning LLC

Overview

Vilga Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small business owners. The firm charges hourly and fixed fees rather than asset-based advisory fees, which aligns with a planning-first client relationship and episodic engagement model for some households. Investment implementation is predominately discretionary: the firm manages client assets directly and favors broadly diversified public funds as its primary building blocks. Vilga is not positioned as a capital allocator or pension consultant and does not present itself as an active ESG investor. Its client base is concentrated on individual and family relationships, with a business model built around bespoke planning and portfolio oversight rather than institutional mandate work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices