Vilga Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vilga serves individuals, high-net-worth individuals, and charitable organizations with comprehensive financial planning and investment management, and also offers one-time project-based plans and limited-scope hourly engagements. Investment management is provided only in conjunction with its ongoing comprehensive planning service rather than as a standalone offering.
The firm primarily uses passive, asset-class portfolios informed by fundamental analysis, and it builds client-specific investment policy statements to guide portfolio construction, ongoing monitoring, and annual reviews. Vilga does not base advisory fees on a percentage of assets; instead, fees are set according to the complexity of a client’s financial situation, and clients are asked to maintain accounts at the firm’s institutional custodian relationship.
Vilga manages roughly $169 million in discretionary assets across a small client roster, which produces a high advisor-to-client ratio and an emphasis on tailored, high-touch planning relationships. The firm recently transitioned to SEC registration, employs staff with industry credentials (including CFA, CFP, and tax-planning certification), and maintains a paid third-party directory listing that highlights its flat-fee planning model.
Client services
Expertise
Occupation focus
Fee options
Upfront fixed fee of $3,000 for ongoing comprehensive financial planning plus annual fee; One-Time Comprehensive Financial Plan fees range from $6,000 to $10,000
Hourly financial planning engagements offered at $400 per hour (negotiable)
Minimum fee: Upfront fee of $3,000 plus an annual fee starting at $10,000 covering up to $3,000,000 in assets under management Fee-only: One-Time Comprehensive Financial Plan fee ranges from $6,000 to $10,000 (negotiable)
Main office
See officeFair Lawn NJ
Advisors at this office
1
Offices (3)
Most active in
New Jersey · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Yevgeniy F
CFA®
Brooklyn, NY
Vilga Financial Planning LLC
Yevgeniy Falkovich is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Vilga Financial Planning LLC, where he has worked since 2023. Prior to that, he was employed at BMO Capital Markets Corp. and KGS Alpha Capital Markets, L.P. Vilga Financial Planning LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, with investment management provided alongside ongoing comprehensive planning.
Austin L
CFP®, TPCP®
Wilmington, NC
Vilga Financial Planning LLC
We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.
Igor S
CFP®, CFA®
Fair Lawn, NJ
Vilga Financial Planning LLC
We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.
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