VG Financial Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
21
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$0
About
VG Financial Consulting, LLC serves individuals, families, and other financial professionals, including executives with stock-based compensation, focusing on clients who may not meet typical asset thresholds for traditional wealth managers. The firm offers financial organizing, comprehensive planning, implementation coaching, and consulting rather than investment account management.
The firm’s work emphasizes producing actionable plans and guiding clients through implementation, including coordination with a client’s existing investment manager or accountant when desired. Its planning process can include asset allocation, portfolio construction recommendations, tax and estate considerations, and specialized analyses such as stock option modeling and cost-basis research.
Distinctively, the firm does not manage client assets and does not use percentage-of-assets-under-management fee arrangements; instead, it delivers advice and implementation support through hourly, packaged, and periodic ongoing engagements. VG Financial Consulting also provides concierge implementation assistance and concentrates on a relatively small, focused client base with specialized needs around concentrated equity and executive compensation.
Client services
Financial planning
Financial organizing & consulting
Expertise
Cash flow / budgeting
Retirement income strategy
Annuities
General estate planning guidance
Occupation focus
Executive
Financial Professional
Attorney
Fee options
Comprehensive financial planning packages offered as flat fees with ranges: Standard ($5,000 - $15,000), Enhanced ($6,000 - $18,000), Premier ($7,500 - $30,000); ongoing relationship fees include $100/year, $300/year, or $1,200/year options.
$300 per hour with a five (5) hour minimum for a la carte services; additional hourly billing at $300/hour for services beyond comprehensive packages and for updates.
Fee-only: Hourly rate of $300/hour with a five (5) hour minimum ($1,500 minimum billing) for a la carte services; comprehensive financial planning packages ranging from $5,000 to $30,000 based on package complexity; ongoing relationship fees of $100/year, $300/year, or $1,200/year depending on service option.
Main office location
VG Financial Consulting, LLC
Lafayette CA, United States
Number of offices
1
Most active in
VG Financial Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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