# VG Financial Consulting, LLC

> VG Financial Consulting, LLC is a state-registered investment advisory firm in Lafayette, CA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 8, 2026.

- CRD: 287580
- Filed as: VG FINANCIAL CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, CA
- Filing period: October 2026
- Form ADV filing dated: March 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287580
- AdvisorCensus page: https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580

## Quick answers

**How is VG Financial Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), VG Financial Consulting, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is VG Financial Consulting, LLC located?**
VG Financial Consulting, LLC's principal office is in Lafayette, CA, according to its Form ADV.

**Is VG Financial Consulting, LLC registered with the SEC or a state?**
VG Financial Consulting, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287580.

**What types of clients does VG Financial Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21).

**Does VG Financial Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287580

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 21 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mystockoptions.com/match/advisor.cfm
- nextdoor.com/pages/vg-financial-consulting-llc-lafayette-ca
- vgfinancialconsulting.com
- Facebook @VGFinancialConsulting
- LinkedIn @vgfinancialconsulting

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VG Financial Consulting, LLC (CRD 287580): Form ADV filing data as of October 2026.