Vitality Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vitality Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm offers both ongoing subscription-based planning and hourly engagements alongside tailored investment management, and it does not impose a firm account minimum.
The adviser builds individualized investment policies and combines strategic asset allocation with tactical adjustments, drawing on fundamental, cyclical, and tactical analysis and using a mix of active and passive vehicles; ESG considerations are incorporated when requested by clients. Client accounts are reviewed on a regular (quarterly) basis, and planning clients receive written plans with ongoing monitoring and follow-up as part of the subscription service.
Distinctively, Vitality Planning is a single-advisor practice reporting roughly $7.0 million in assets under management while serving a very small client base (two clients), which results in a high level of assets per client. The sole advisor is CFP®-certified and also maintains a separate international real estate investment business; the firm recommends modern custodians such as Altruist while also using Charles Schwab, limits custody to fee withdrawal, and does not vote client proxies.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.90% $5,000,000 - $19,999,999: 0.20% $20,000,000+: Negotiable
$250 per hour for hourly financial planning
Ongoing Comprehensive Financial Planning monthly fees range from $100 to $1,000 per month
Fee-only: Ongoing Comprehensive Financial Planning: $500 - $5,000 upfront plus $100 - $1,000 per month; Hourly Financial Planning: $250 per hour
Main office
Falls Church VA
Advisors at this office
1
Most active in
Texas · Virginia
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.
Forms ADV
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