Vitality Planning, LLC fees
Financial planner in Falls Church, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Vitality Planning, LLC (Falls Church, VA) charges $250 an hour and a monthly fee of $100-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Virginia median of $300; 30% of the 132 other planners in Virginia that publish an hourly rate charge less. Both other planners in Falls Church charge less.
“Hourly financial planning engagements are offered at an hourly rate of $250 per hour.”
- Monthly fee
- $100-
$1,000/mo “Ongoing Financial Planning consists of an upfront charge of $500 - $5,000, and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $1,000 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Vitality Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
About Vitality Planning, LLC
- Principal: James Knochenmus
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 315580 (opens in new tab)
- Phone
- (703) 598-0387
Other planners in Falls Church that publish fees
- CJM Wealth Advisers, Ltd.Falls ChurchFlat $2,000-$10,000
- Cocozza Financial Planning, Ltd.Falls ChurchHourly $220/hr, Flat from $3,520
- Crescent Meridian Capital LLCFalls ChurchHourly $150-$300/hr
- Neat Financial PlanningFalls ChurchFlat $5,000, Annual $6,500/yr
More planners in Virginia that publish fees
- Alexis AdvisorsRichmondHourly $150-$250/hr
- Foundations Financial Planning, LLCWilliamsburgHourly $250/hr, Flat from $2,250
- WS Wealth Management, LLCWashingtonAnnual up to $2,500/yr
- Tull Financial Group, Inc.ChesapeakeHourly $100-$500/hr, Flat from $2,000
- Covenant Wealth AdvisorsRichmondHourly $300/hr, Flat $2,000-$30,000
- G, G, & M Financial GoalsAlexandriaHourly $300/hr, Flat $1,500-$10,000
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.