# Vita Planning Group LLC

> Vita Planning Group LLC is an SEC-registered investment advisory firm in Camas, WA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 312323
- Filed as: VITA PLANNING GROUP LLC
- Also doing business as: VITA PLANNING GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camas, WA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312323
- AdvisorCensus page: https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323

## Quick answers

**How is Vita Planning Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vita Planning Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vita Planning Group LLC located?**
Vita Planning Group LLC's principal office is in Camas, WA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Vita Planning Group LLC registered with the SEC or a state?**
Vita Planning Group LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312323.

**How much does Vita Planning Group LLC manage?**
Vita Planning Group LLC reports $83,688,418 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Vita Planning Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Vita Planning Group LLC: Regulatory assets under management: $0 in the October 2021 data and $83,688,418 in the October 2026 data. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vita Planning Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (24); corporations or other businesses not listed above (5).

**Which custodians does Vita Planning Group LLC use?**
Vita Planning Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Vita Planning Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312323

**Does Vita Planning Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 10, 2026 says: "Vita Planning Group does not impose a minimum account balance for the opening of an account with the Adviser."

**What changed in Vita Planning Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 5 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Account minimum: None

> Vita Planning Group does not impose a minimum account balance for the opening of an account with the Adviser.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $83,688,418
- Discretionary: $83,688,418
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $10,792,445 |
| High net worth individuals | 24 | $58,034,915 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,800,580 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $10,060,478 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Mountain View, CA

### Websites listed on Form ADV (Item 1.I)
- vita401k.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 6 | September 8, 2021 |
| October 2022 | $34,366,427 | 7 | March 15, 2022 |
| October 2023 | $31,366,330 | 9 | February 21, 2023 |
| October 2024 | $42,791,471 | 8 | September 20, 2024 |
| October 2025 | $64,612,815 | 8 | March 6, 2025 |
| October 2026 | $83,688,418 | 10 | April 28, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $83,688,418 in the October 2026 data.
Total employees: 6 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 5 to 3.

### April 2026
- Regulatory assets under management went from $64,612,815 to $83,688,418 (+30%).

### December 2025
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vita Planning Group LLC (CRD 312323): Form ADV filing data as of October 2026.