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

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

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.

To learn more about the advisors currently working at Vilga 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.