Vita Planning Group LLC
Vita Planning Group LLC (CRD# 312323) is a financial advisory firm headquartered in Vancouver, WA. They manage $42,791,471 in 99 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management43MILLION
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Total Number of Accounts99ACCOUNTS
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Average Account Value$432,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, IL, NV, TX, WA
Timothy Gallagher (CRD# 4275580) is an Investment Advisor Representative working at Vita Planning Group LLC in Vancouver, WA and has over 23 years of experience in the finance industry.
Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Vita Planning Group LLC in Incline Village, NV and has over 28 years of experience in the finance industry.
Erik Hansen (CRD# 7329416) is an Investment Advisor Representative working at Vita Planning Group LLC in Vancouver, WA and has over 3 years of experience in the finance industry.