V
$126.2M Total AUM
$126.2M Disc. AUM
-- 3Y CAGR
4 Employees
209 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-1991
- Office Locations
- 1
Office Locations
1502 Franklin Rd., SW Roanoke VA
About VIP Planners, Inc.
VIP Planners, Inc. is an independent fiduciary RIA in Roanoke, VA focused on helping clients protect retirement assets and income. The firm provides financial and investment planning, including tax-minimization guidance, and implements portfolios across a broad mix of products. Insurance and annuity solutions are offered through licensed principal Terry L. VandeLinde, with custody relationships including Fidelity/NFS and SEI.
Team overview
70 AVG AGE
$42.1M AVG AUM / ADVISOR
$603.7K AVG AUM / CLIENT
18.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
35yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TERRY LEE VANDELINDE
Chief Compliance Officer, Owner, President
- CRD
- #1146594
- Ownership
- 75% or more
Available
Available
Available
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R
Ryan Vandelinde
--
- CRD
- #8057916
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,165,535 | $295,470 |
| Non-Discretionary | $0 | -- |
| Total | $126,165,535 | $295,470 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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