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Foundational Wealth Plan

Get a clear picture of your financial situation and a plan to achieve your goals with our Foundational Wealth Plan. This one-time service gives you a detailed financial overview and personalized advice to set you on the right path.

Who is this for?

Foundational Wealth Plan

Tailored for families who are building their financial foundation. This one-time project, priced at $2,400, provides a limited scope overview, focusing on 2-3 main financial topics most relevant to their current situation. It’s ideal for those seeking clarity on their financial position and a strategic plan to start growing their wealth while planning for key life events.

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Essential Wealth Planning

Stay on track with your financial goals with Essential Wealth Planning. As your guide, we provide ongoing support, regular check-ins, and plan adjustments, ensuring you have expert advice when needed to keep your financial future secure.

Who is this for?

Essential Wealth Planning

Ideal for families in the accumulation phase who need ongoing financial guidance. Starting at $5,000 annually, this service provides a comprehensive, ongoing relationship without investment management, which is offered separately on the AUM fee schedule. It’s designed for families who require expert advice on financial planning topics like tax strategies, retirement planning, and adjusting their plans as they work toward long-term financial goals.

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Legacy Wealth Management

Ensure your wealth grows and is protected with our Legacy Wealth Management. We offer comprehensive financial planning and investment management tailored to your complex needs, helping you build a lasting legacy.

Who is this for?

Legacy Wealth Management

Best suited for affluent families with significant assets (minimum $1,000,000 AUM) who are focused on preserving their wealth for future generations. This service is perfect for those seeking advanced planning strategies to manage complex tax issues, optimize investment growth, and build a lasting legacy that supports both their families and their goals.

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Choose your tier

At Vitality Wealth Planning, we offer three tiers of pricing designed to meet your needs—and grow with you

Foundational Wealth Plan
$2,400* One Time Fee
Life Planning
One-Time Customized Financial Plan
Choose 2-3 Topics
*This is the minimum fee for a project. More topics can be added at a rate of $400 per hour.
Essential Wealth Planning
Starts at $5,000*
Life Planning
Comprehensive Financial Plan
Ongoing Financial Planning
Tax planning
Investment Planning
Estate Planning
*This is the minimum fee. Pricing depends on complexity.
Legacy Wealth Management
Starts at $10,000*
Life Planning
Comprehensive Financial Plan
Ongoing Financial Planning
Advanced Tax Planning
Investment Management
Advanced Estate Planning
Wealth Protection Strategies
*Based on AUM Fee Schedule Below
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Assets Under Management (AUM) Fee Schedule

Assets Under ManagementAnnual Advisory Fee
$0 – $1,000,0001.00%
$1,000,001 – $3,000,0000.75%
$3,000,001 – $5,000,0000.50%
$5,000,000+0.25%
Our fee schedule uses a blended rate and is billed quarterly. For example, if you have $2,500,000 in assets:
The first $1,000,000 is charged at 1.00%, which is $10,000.
The next $1,500,000 is charged at 0.75%, which is $11,250.
So, the total estimated annual fee would be $21,250 ($10,000 + $11,250).

Clients with $1,000,000 or more in assets under management will receive Ongoing Financial Planning at no additional charge.
AUM Fee Calculator

Estimated AUM Fee Calculator

Why Vitality Wealth Planning

At Vitality Wealth Planning, we believe that financial planning is about more than just numbers—it’s about crafting a roadmap to help you achieve the life you’ve always envisioned. We are dedicated to guiding you with clarity, purpose, and a commitment to your unique goals.

Choosing Vitality Wealth Planning means choosing a partner who is invested in your success, helping you navigate the complexities of your financial life with confidence and care.

CERTIFIED FINANCIAL PLANNER® Professional

High Touch, Personalized Service

Holistic Planning

Dedicated Support

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