VITA PLANNING GROUP LLC

RIASEC RegisteredEst. 2021

Total AUM

$83.7M

Discretionary

$83.7M

100% of AUM

Avg account

$589K

Accounts

142

Employees

Advisory reps

Firm details

Headquarters: CAMAS, Washington
CRD number: 312323
Registered since: February 22, 2021
Website: www.vita401k.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.35%
Individuals12.9%
Corporations / Businesses12.02%
Pension & Profit Sharing Plans5.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vita Planning Group LLC is an independent registered investment adviser structured as a limited liability company and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional and small-business accounts. Its advisory services emphasize financial planning and discretionary portfolio management across individuals, small businesses and institutional clients, and it also acts as a pension consultant. Compensation includes asset-based fees, hourly charges and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.