Vitality Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“For clients needing consulting regarding a specific need, VCM charges an hourly rate of $150 and $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“For basic planning services, VCM charges a negotiable fixed fee between $1,000 and $10,000 for a financial plan, based on the specific client needs and the complexity of the plan.”

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

How Vitality Capital Management, LLC bills

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

• “Adoption Agreement Basic Plan Document Plan Trust Agreement Summary Plan Description & More  Annual Plan Document Maintenance  1099 filing (if applicable)  Loan Administration VCM may charge a negotiable one-time setup fee of $100 to $1,000.”
• “These fees may be negotiable depending on the scope & complexity of the work involved.”
• “Plan design costs are negotiable and range from $100 to $1,000 upfront and $50 to $200 annually depending on the scope & complexity of the plan.”

How Vitality Capital Management, LLC’s fees compare

• Its hourly rate of $150-$250 spans the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
• 3 of the 5 other planners in South Jordan that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Utah median of $2,050. 75% of the 63 other Utah planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in South Jordan that publish a flat or project fee charge less.

About Vitality Capital Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2016 (10 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

1% a year

Clients

191

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$77,177,034

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284276

Website

vitalitycap.com (opens in new tab)

Phone

(801) 930-0520

Other planners in South Jordan that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Colwyn Investments LCSouth Jordan$150/hr, $1,000⁠-⁠$2,500
• Encore Retirement Planning, LLCSouth Jordan$275/hr, $3,125⁠-⁠$3,750/qtr
• JRS Wealth Management LLCSouth Jordan$250/hr, $300⁠-⁠$10,000
• LPG Capital ManagementSouth Jordan$150/hr

Compare all 10 planners in South Jordan