A complete list of active advisors currently associated with Vested Financial Planning, LLC

Warmer can help you find a great advisor at Vested Financial Planning, LLC or one who fits your needs even better.

Vested Financial Planning, LLC is an SEC‑registered independent advisory firm that serves a small roster of individual, high‑net‑worth, and business clients, managing roughly $157 million for about 37 clients. The firm offers ongoing portfolio management, comprehensive and project financial planning, employee equity planning, held‑away account management, and educational seminars. The firm primarily constructs passive, multi‑asset portfolios grounded in modern portfolio theory while also applying fundamental analysis and, when appropriate, engaging outside managers for sub‑advisory services. It manages held‑away retirement and other accounts through a third‑party provider (Pontera) to implement allocation changes using client online access (credentials are not retained by the firm), and includes those held‑away assets in its reporting of assets under management. Noteworthy features include a relatively high asset‑per‑client profile and an account minimum policy that ties comprehensive planning inclusion to larger relationships, which may affect the mix of services offered to individual clients. The brochure also discloses operational and compliance specifics that differ from many peers — for example, circumstances in which the firm is deemed to have constructive custody (third‑party standing letters of authorization and fee withdrawals) and the firm’s related persons may trade in securities that are recommended to clients — items prospective clients may wish to review in the full disclosure.

To learn more about the advisors currently working at Vested Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.