Vita Planning Group LLC fees and pricing

Financial planner in Camas, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 10, 2026, Vita Planning Group LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “In some cases, Vita Planning Group will allow a client to contract services at an hourly rate, which shall not be less than $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
5 of the 7 other planners in Camas that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Minimum: No minimum stated in brochure
Clients: 50
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $83,688,418
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 312323
Website: vita401k.com (opens in new tab)
Phone: (650) 567-9300

Can advise clients in 5 states: California, Nevada, Oregon, Texas, Washington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.