CRD: 296970
Vested Financial Planning, LLC
$157.2M Total AUM
$157.2M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2018
- Office Locations
- 1
Office Locations
-- SAN Carlos CA
About Vested Financial Planning, LLC
Vested Financial Planning, LLC is an SEC-registered RIA focused on tech professionals, helping clients make confident RSU/employee equity decisions alongside ongoing financial planning. The firm also provides investment management, primarily implementing portfolios with ETFs, with custody at Charles Schwab. Led by founder Tom Lo.
Team overview
56 AVG AGE
$157.2M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS HSIN LO
Chief Compliance Officer, PRINCIPAL
- CRD
- #6021385
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,174,739 | $465,014 |
| Non-Discretionary | $0 | -- |
| Total | $157,174,739 | $465,014 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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