V
Vital Signs Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
Vital Signs Financial Services LLC serves individuals, small businesses and nonprofit organizations, with income tax preparation and tax-focused financial planning as the firm’s primary services. The firm also provides investment advice and asset-management services on a consultative basis, with implementation and custody remaining under client control.
The firm’s investment approach emphasizes tax-efficient planning and a strategic, core-and-satellite asset allocation that favors passively managed index funds and ETFs with selectively added active funds. Clients make the final investment selections (the firm will not accept discretionary trading authority), and the firm bills primarily by fixed, hourly and retainer fees rather than the percentage‑of‑assets model common among many peers.
Noteworthy characteristics include an integrated quarterly retainer product, the “Advanced Financial Life Support” (AFLS), which combines ongoing planning, tax preparation and periodic reporting, and a free initial three‑hour exploratory meeting. The firm describes itself as fee‑only and not accepting commissions or selling financial products, while its advisory scope nonetheless identifies a broad range of investment vehicle types it may recommend.
Client services
Financial planning
Portfolio management
Income tax preparation
Expertise
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
"Vital Signs Checkup" fee is $335 ($300 discounted for clients with net worth ≤ $75,000 and yearly gross income ≤ $35,000); fixed fees for tax preparation negotiable; retainer fee of $135 every three months for ongoing advisory (Advanced Financial Life Support - AFLS)
$125 per hour for financial planning and investment advisory fees; $125 per hour for limited scope hourly planning engagements
Minimum fee: Financial planning minimum fee is $300 and is negotiable Fee-only: All fees are fee-only; no commissions or sales incentives accepted
Most active in
Vital Signs Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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