Vitality Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vitality Wealth Planning is a fee‑only registered investment adviser that provides discretionary investment management, financial planning (ongoing and project-based), and tax preparation services to individuals, high‑net‑worth clients, and corporations or other businesses. The firm also sells educational products to the public, including a book and an online course about relocating abroad.
The firm manages client portfolios on a percentage‑of‑assets basis and constructs long‑term, Modern Portfolio Theory–informed allocations using a mix of passive and active funds, individual securities, and options strategies where appropriate; accounts are reviewed quarterly and clients receive written financial plans when engaged for planning services. Clients grant VWP limited trading discretion and the adviser tailors plans and investment recommendations to each client’s goals, risk tolerance, and tax considerations.
Compared with many independent advisers, VWP also provides portfolio management to corporations and other business clients in addition to individual and high‑net‑worth clients, and it maintains a small, concentrated client base with roughly $15 million in AUM across a few relationships. The firm’s principal operates a separate consulting business providing AI and marketing automation services to small businesses (performed outside market hours), and the firm discloses the sale of non‑advisory educational products and in‑house tax preparation as additional, non‑investment services.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees typically range from $2,400 to $12,000.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Financial Planning hourly rate of $400/hour.
Fee-only: Ongoing Financial Planning at $400/hour; initial fee up to $6,000; ongoing fees typically $600 to $3,000 per quarter. Project-Based Financial Planning charged as fixed or hourly fee ranging from $2,400 to $12,000 based on $400/hour.
Main office
Elkhart IN
Advisors at this office
1
Most active in
Indiana · Washington
Also doing business as
Vitality Wealth Planning · Vitality Wealth Planning 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 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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