Vital Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“An hourly fee of $300 per hour is charged by Vital Investment Management for financial planning services under this arrangement.”

Flat or project fee

$300

“The minimum fee generally charged for financial planning services provided on an hourly basis is $300.”

Monthly fee

$200⁠-⁠$700/mo

“Clients that receive ongoing monthly financial planning services will pay monthly recurring fees ranging from $200 per month for basic plans and between $500 and $700 per month for more complex plans.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vital Investment Management LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “The advisory fee may be deducted directly from the client's custodial account or paid separately by check.”
• “You should notify Vital Investment Management within ten (10) days of receipt of an invoice if you have questions about or dispute any billing entry.”

How Vital Investment Management LLC’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Loveland that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Colorado median of $5,250. 1% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 3 other planners in Loveland that publish a flat or project fee charge less.

About Vital Investment Management LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

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

2% a year

Clients

391

Employees

8

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$283,940,978

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300811

Website

VIMadvisor.com (opens in new tab)

Phone

(970) 776-3316

Can advise clients in 5 states: Arizona, Colorado, Massachusetts, Texas, Wyoming

Other planners in Loveland that publish fees

• Aspired WealthLoveland$100/hr, $2,400
• Journey Investments, LLCLoveland$200/hr, $2,500
• Keystone Financial ServicesLoveland$500/hr, $1,500⁠-⁠$15,000
• Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPALoveland$150/hr, $1,000⁠-⁠$7,500/yr

Compare all 6 planners in Loveland