A complete list of active advisors currently associated with Vitality Planning, LLC
Warmer can help you find a great advisor at Vitality Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Vitality 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 |
|---|---|---|
Falls Church, VA
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")