Vita Planning Group LLC

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Client assets under management

$68,827,360

Clients

48% high-net worth

Advisors

of 12 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,376,547

About

Vita Planning Group works primarily with participant-directed defined contribution retirement plans (such as 401(k), 403(b) and 457 plans) and with individual clients, offering retirement plan advisory and consulting, discretionary investment management, tailored asset management, and financial planning. The firm provides both ERISA fiduciary services (including Section 3(38) discretionary management and 3(21) nondiscretionary consulting) and non-fiduciary participant education and vendor benchmarking services.

Investment recommendations are grounded in developing or implementing investment policy statements, selecting a broad range of investment options, and using asset allocation and diversification strategies; Vita also offers firm-managed portfolios that use a plan’s investment options and conducts periodic monitoring and plan scoring. The firm generally favors mutual funds, stable value funds, and collective trusts, does not pursue frequent short-term trading, and provides ongoing reporting and participant education as part of its oversight.

Compared with many peers, Vita operates from six offices despite a small adviser team, and it is affiliated with an employee-benefits insurance agency that shares staff and licenses some investment advisory representatives to sell insurance on a salaried basis; the brochure highlights steps taken to limit conflicts from those affiliations. The firm also notes a notable difference between assets under advisement and assets under discretionary management (approximately $1.47 billion AUA versus about $83.7 million in discretionary AUM as of December 31, 2025) and sponsors a Summer Student Loan program for certain pre-qualified nonprofit clients.

Client services

Financial planning Portfolio management

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Negotiable flat fees for retirement plan advisory services not to exceed $100,000 per year; flat fees may also be negotiated for active asset management services if not exceeding tiered fees

Percentage

$0 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $20,000,000: 0.30% annually $20,000,001+: 0.25% annually

Project-based

Hourly rates ranging from $175 to $375 per hour for financial planning services; at least $350 per hour may be charged for retirement plan advisory services hourly option

Other

Minimum fee: Typically subject to an $8,000 annual minimum for retirement plan advisory services Fee-only: Yes, fee-only compensation with no commissions or performance-based fees

Main office location

Vita Planning Group LLC

312 Se Stonemill Drive, Suite 160

Vancouver WA 98684-3514, United States

Number of offices

Most active in

California · Nevada · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 650-567-9300

Advisors at this firm

Cole W

Series 66

Eugene, OR

Vita Planning Group LLC

Cole Willyard is a financial advisor at Vita Planning Group LLC in Eugene, OR, holding a Series 66 designation with three years of industry experience. He previously worked at Merrill for three years and US Bank for seven years. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and also provides tailored asset management and financial planning for individual and corporate clients. The firm offers both fiduciary and non-fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation across a broad investment universe.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner

Timothy G

Series 63, Series 65

Vancouver, WA

Vita Planning Group LLC

Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Financial Services, Liberty Wealth Management, and E*TRADE Securities. Gallagher is also involved with Vita Insurance Associates, where he dedicates significant time to insurance-related activities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm emphasizes investment policy development, plan option monitoring, and diversification, managing approximately $64.4 million in discretionary assets as of the end of 2024.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner

Karl H

ChFC®, Series 63, Series 65

Incline Village, NV

Vita Planning Group LLC

Karl Hansen is a financial advisor with Vita Planning Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at several firms including Liberty Group, LLC and AE Financial Services, LLC. Outside of his advisory role, Hansen serves as president and director for local homeowners associations and is involved in property management and investment through multiple business entities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm offers both discretionary and non-discretionary fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner

Erik H

Series 65

Vancouver, WA

Vita Planning Group LLC

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner

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