VIP Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$126,099,231
Total clients
30
90% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$4,203,308
About
VIP Wealth Advisors serves individuals, high‑net‑worth clients, and business owners, providing investment management, ongoing and project-based financial planning, and tax return preparation as an add‑on service. The firm operates as a fee‑only adviser and also facilitates referrals to third‑party professionals when needed.
The firm’s investment work is grounded in asset allocation and modern portfolio theory and commonly uses passive vehicles, ETFs, third‑party managers, and model portfolios (including participation in the Altruist Model Marketplace). Clients may grant either discretionary or non‑discretionary authority for account management, and as of March 11, 2026 the firm reported $126,099,231 in AUM with the majority held in non‑discretionary accounts (approximately $93.6M non‑discretionary vs. $32.5M discretionary).
Noteworthy aspects include a fee structure that relies on fixed monthly, fixed project, and hourly fees rather than a percentage‑of‑AUM billing model, and the firm’s offering of tax preparation alongside planning and investment management. The adviser also cites specialized credentials in financial planning, equity compensation, retirement plans, and tax representation, and manages a relatively large amount of assets for a small client base.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation
Expertise
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
Project-based financial planning fixed fees ranging from $700 to $50,000; Tax preparation fees starting at $1,500; Monthly ongoing financial planning fees ranging from $9,288 to $20,000 annually
Hourly financial planning rate: $375 per hour
Ongoing financial planning recurring fixed fees paid monthly, quarterly, semi-annually or annually in advance, ranging from $9,288 to $20,000 annually
Minimum fee: Monthly advisory fees starting at $774 for individuals, $857 for couples, and $1,399 for business owners & entrepreneurs Fee-only: Fee-only firm, compensated solely by clients
Main office location
VIP Wealth Advisors
120 W Trinity Pl
Decatur GA 30030, United States
Number of offices
1
Most active in
VIP Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia · 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.
Advisors at this firm
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