Virtual Investment Planning LLC

Overview

Virtual Investment Planning LLC is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee model is a mix of assets-under-management, hourly charges and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on liquid, exchange-traded exposures: the firm's filings show a meaningful allocation to listed equities and ETFs, which it uses as the backbone of portfolios. As a capital allocator, the firm also sources third‑party managers when appropriate, integrating mutual funds and hedge fund strategies alongside listed securities to shape client risk/return profiles. The ADV indicates the firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices