A complete list of active advisors currently associated with Vitality Wealth
Warmer can help you find a great advisor at Vitality Wealth or one who fits your needs even better.
Vitality Wealth is a small, fee-only registered investment adviser managing roughly $9.1 million in discretionary assets for a limited client base of 13 relationships. The firm provides comprehensive wealth management services, combining financial planning and discretionary portfolio management for individuals, charitable organizations, and businesses. The firm frames advice around a fiduciary, planning-centered process that relies on modern portfolio theory and mainly passive asset allocation, with accounts reviewed on a quarterly basis and discretionary trading authority for implementation. Clients are required to custody assets at the firm’s recommended custodian (Altruist); the firm also monitors held‑away accounts and may include their value when calculating advisory fees. Compared with peers, Vitality Wealth’s marketing includes endorsements, client testimonials, and advertised third‑party ratings — practices that are uncommon among similar supported firms. Leadership combines professional planning and accounting credentials, and the firm supplements managed accounts with educational seminars plus specialized planning services such as business planning and real‑estate investment analysis.
To learn more about the advisors currently working at Vitality Wealth, 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 |
|---|---|---|
Idaho Falls, ID
| 4
| |
Idaho Falls, ID
| 3
|
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")