Vita Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$68,827,360
Clients
50
Advisors
3
across 2 offices
About
Vita Planning Group works with participant-directed retirement plans and individual clients, providing retirement-plan advisory and consulting, discretionary 3(38) investment management, nondiscretionary 3(21) consulting, tailored asset management, and financial planning. The firm serves both ERISA-covered defined contribution plans and non-ERISA plans, and also manages individual accounts under its tailored asset management program.
The firm develops investment policy statements, evaluates participant population risk, and selects from a broad universe of investment options — including mutual funds, collective trusts, stable value funds and ETFs — with an emphasis on asset allocation and diversification. For plan clients Vita provides ongoing monitoring and reporting (including periodic plan scoring and rebalancing), and generally does not recommend frequent short-term trading.
Compared with many peers, Vita Planning Group maintains multiple branch offices despite a relatively small advisor team and client count, and is affiliated through common ownership with an insurance brokerage that shares staff with the adviser. The firm discloses that some advisory personnel are licensed to sell insurance and that owners are active in insurance activities, while describing salary-based compensation and policies intended to address conflicts when insurance products are recommended; it also offers limited sponsor-supported programs for certain nonprofit clients.
Client services
Expertise
Occupation focus
Fee options
Flat fees for retirement plan advisory services not to exceed $100,000 per year; flat fees may also be negotiated for Asset Management services if not exceeding tiered fee schedule
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.25%
Retirement plan advisory services may contract services at hourly rate not less than $350 per hour; financial planning fees range from $175 to $375 per hour
Minimum fee: Typically subject to an $8,000 annual minimum for retirement plan advisory services Fee-only: Hourly financial planning fees between $175 and $375 per hour, may be negotiable
Main office
See office3313 NW Sierra Drive
Camas WA 98607
Advisors at this office
2
Offices (2)
Most active in
California · Nevada · Oregon · Texas · Washington
Also doing business as
Vita Planning Group · Vita Planning Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Timothy G
Series 63, Series 65
Camas, WA
Vita Planning Group LLC
Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Financial Services, Liberty Wealth Management, and Liberty Group. Outside of advisory work, he is involved in insurance sales through Vita Insurance Associates, Inc. Vita Planning Group serves participant-directed retirement plans and individual clients, offering retirement-plan advisory, discretionary and nondiscretionary investment management, and financial planning. The firm emphasizes asset allocation and diversification, provides ongoing plan monitoring, and maintains multiple branch offices despite a small advisor team.
Karl H
ChFC®, Series 63, Series 65
Incline Village, NV
Vita Planning Group LLC
Karl Hansen is a financial advisor with Vita Planning Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at several firms including Liberty Group, LLC and AE Financial Services, LLC. Outside of his advisory role, Hansen serves as president and director for local homeowners associations and is involved in property management and investment through multiple business entities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm offers both discretionary and non-discretionary fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation.
Erik H
Series 65
Camas, WA
Vita Planning Group LLC
Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.
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