Vitality Planning, LLC

Overview

Vitality Planning, LLC is a small advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm emphasizes equity exposure, running portfolios that are heavily weighted toward exchange-traded equities and ETFs. Vitality Planning presents itself as an active ESG investor, which indicates that environmental, social and governance considerations are integrated into security selection or screening for at least a portion of client portfolios. Services center on customized planning and managed accounts rather than institutional or pension consulting work. The firm’s fee arrangements include a mix of AUM-based fees, hourly billing and fixed-fee engagements, enabling flexibility for one-off planning projects as well as ongoing portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices