V
Vitality Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,019,578
Clients
2
0% 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
2
Very LowAverage account size
$3,509,789
About
Vitality Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm offers both ongoing subscription-based planning and hourly engagements alongside tailored investment management, and it does not impose a firm account minimum.
The adviser builds individualized investment policies and combines strategic asset allocation with tactical adjustments, drawing on fundamental, cyclical, and tactical analysis and using a mix of active and passive vehicles; ESG considerations are incorporated when requested by clients. Client accounts are reviewed on a regular (quarterly) basis, and planning clients receive written plans with ongoing monitoring and follow-up as part of the subscription service.
Distinctively, Vitality Planning is a single-advisor practice reporting roughly $7.0 million in assets under management while serving a very small client base (two clients), which results in a high level of assets per client. The sole advisor is CFP®-certified and also maintains a separate international real estate investment business; the firm recommends modern custodians such as Altruist while also using Charles Schwab, limits custody to fee withdrawal, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$0 - $499,999: 1.50% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.90% $5,000,000 - $19,999,999: 0.20% $20,000,000+: Negotiable
$250 per hour for hourly financial planning
Ongoing Comprehensive Financial Planning monthly fees range from $100 to $1,000 per month
Fee-only: Ongoing Comprehensive Financial Planning: $500 - $5,000 upfront plus $100 - $1,000 per month; Hourly Financial Planning: $250 per hour
Main office location
Vitality Planning, LLC
Falls Church VA, United States
Number of offices
1
Most active in
Vitality Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")