A complete list of active advisors currently associated with Virtual Investment Planning LLC
Warmer can help you find a great advisor at Virtual Investment Planning LLC or one who fits your needs even better.
Virtual Investment Planning provides wealth management, discretionary portfolio management, and financial planning to individuals and businesses, including retirement account advice for ERISA plans and IRAs. The firm reports managing about $23.7 million for roughly 102 clients, indicating its client base is concentrated in individual households rather than a heavy focus on high‑net‑worth relationships. Investment decisions are built around customized, long‑term portfolios that use low‑cost mutual funds and ETFs, individual securities, and occasional use of independent managers; the advisor applies both fundamental and technical analysis and conducts ongoing monitoring and rebalancing. Financial planning is offered as standalone hourly, fixed‑fee, or ongoing engagements, and the firm may adjust holdings for tax, liquidity, or risk reasons as described in its due‑diligence and review processes. A notable feature of the firm is its common‑control relationships with tax and accounting entities (Azodi CPA & Investments and RNA Accounting Partners) and an affiliated insurance agency (America’s Financial Center); these affiliations are disclosed in the brochure and the firm states such services are provided separately and may generate additional compensation. The brochure also discloses potential conflicts from those affiliations (including insurance commissions and separate accounting fees) and notes clients are under no obligation to use the affiliated services.
To learn more about the advisors currently working at Virtual Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Sun Prairie, WI
| 27
|
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