Virtual Investment Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,676,325
Total clients
102
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
102
Average account size
$232,121
About
Virtual Investment Planning provides wealth management, discretionary portfolio management, and financial planning to individuals and businesses, including retirement account advice for ERISA plans and IRAs. The firm reports managing about $23.7 million for roughly 102 clients, indicating its client base is concentrated in individual households rather than a heavy focus on high‑net‑worth relationships.
Investment decisions are built around customized, long‑term portfolios that use low‑cost mutual funds and ETFs, individual securities, and occasional use of independent managers; the advisor applies both fundamental and technical analysis and conducts ongoing monitoring and rebalancing. Financial planning is offered as standalone hourly, fixed‑fee, or ongoing engagements, and the firm may adjust holdings for tax, liquidity, or risk reasons as described in its due‑diligence and review processes.
A notable feature of the firm is its common‑control relationships with tax and accounting entities (Azodi CPA & Investments and RNA Accounting Partners) and an affiliated insurance agency (America’s Financial Center); these affiliations are disclosed in the brochure and the firm states such services are provided separately and may generate additional compensation. The brochure also discloses potential conflicts from those affiliations (including insurance commissions and separate accounting fees) and notes clients are under no obligation to use the affiliated services.
Client services
Expertise
Fee options
Fixed fees ranging from $250 to $2,000 per financial planning engagement; negotiable
$0+: 0.50% annually +: up to 2.00% annually
Commission-based compensation earned from insurance sales through affiliated insurance agency America’s Financial Center; commissions are separate and in addition to advisory fees
$250 per hour
Quarterly ongoing financial planning fees ranging from $50 to $1,000, negotiable
Fee-only: Hourly rate of $250; Fixed fees ranging from $250 to $2,000; Quarterly ongoing financial planning fees from $50 to $1,000, all negotiable
Main office location
Virtual Investment Planning LLC
Gladstone MO, United States
Number of offices
4
Most active in
Kansas · Missouri · Nebraska · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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