Vita Planning Group LLC

Vita Planning Group, LLC, established in Washington, offers advisory services primarily for retirement plans subject to ERISA, providing both fiduciary and non-fiduciary services. The firm offers investment management services on a discretionary and non-discretionary basis, tailoring portfolios based on client financial circumstances, goals, and risk tolerance. Investment recommendations are made after a comprehensive evaluation of client needs and objectives, with a focus on asset allocation and diversification. The firm charges fees based on a percentage of assets under management, with annual costs ranging from 0.05% to 0.50% for retirement plan services and a tiered fee schedule for tailored asset management services. Vita Planning Group does not charge performance-based fees and does not have custody of client funds. The firm operates under a Code of Ethics to ensure honesty, integrity, and client-focused practices. Clients receive regular account reviews and statements, with investment discretion available for certain services. Vita Planning Group does not vote proxies on behalf of clients and does not have any financial conditions that may impair its ability to meet commitments. Supplemental documents, including Form ADV Part 2B and Form ADV Part 3, provide additional information on the firm's representatives and services.