Vitality Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Fees are based on our hourly rate of $400.”

Flat or project fee

$2,400⁠-⁠$12,000

“Fixed fees typically range between $2,400 to $12,000, based on our hourly rate of $400.”

Quarterly fee

$600⁠-⁠$3,000/qtr

“Once the initial fee is earned, ongoing fees are paid quarterly in advance, and typically range from $600 to $3,000 per quarter.”

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

How Vitality Wealth Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The fee may be negotiable in certain cases.”

How Vitality Wealth Planning’s fees compare

• Its hourly rate of $400 is above the Indiana median of $250. 89% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$12,000 spans the Indiana median of $5,000. 77% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Elkhart that publish a flat or project fee charge less.

About Vitality Wealth Planning

• Principal: Brennan Vitali
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$15,224,378

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332303

Website

planwithvitality.com (opens in new tab)

Phone

(360) 481-9937

Can advise clients in 2 states: Indiana, Washington

Other planners in Elkhart that publish fees

• Fortified WealthElkhart$300/hr, $1,500⁠-⁠$15,000
• Relevant Financial Advisors LLCElkhart$5,000, $3,500/yr
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 3 planners in Elkhart