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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2021
- Office Locations
- 2
Office Locations
About Vita Planning Group LLC
Vita Planning Group is an independent, fee-only RIA focused on employer-sponsored 401(k) and 403(b) retirement plans. The team supports plan sponsors with administrative support, plan design guidance, ongoing education, and investment menu selection and monitoring as a co-fiduciary, and offers individual retirement planning for participants. The firm works with vendor partners (including Schwab) and does not pay sales commissions.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ERIK HANS HANSEN
President
- CRD
- #7329416
- Ownership
- 50% but less than 75%
Karl Erik Hansen
Chief Compliance Officer
- CRD
- #2676924
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Timothy Daniel Gallagher
Retirement Plan Advisor
- CRD
- #4275580
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,688,418 | $589,355 |
| Non-Discretionary | $0 | -- |
| Total | $83,688,418 | $589,355 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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