VITA PLANNING GROUP LLC

CRD 312323File 801-120369

APPROVED

Retail clients

Filing as of Apr 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$83.7M

Bottom 25% of cohort (national)

Discretionary AUM

$83.7M

Clients

142 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Feb 22, 2021
Principal office: 3313 NW SIERRA DRIVE, CAMAS, WA, 98607
Phone: 650-567-9300
Website: http://www.vita401k.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $83.7M
Discretionary AUM: $83.7M
Non-discretionary AUM: $0
Discretionary accounts: 142
Non-discretionary accounts: 0
Total accounts: 142
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$10.1M
High net worth individuals	24	$58.0M
Pension and profit sharing plans	Fewer than 5	$4.8M
Individuals (other than high net worth individuals)	26	$10.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
May 1, 2026	Employees	12	10	decreased by2
Apr 1, 2026	Clients	48	57	increased by9
Apr 1, 2026	AUM	$64,612,815	$83,688,418	increased by$19,075,603
Apr 1, 2026	Accounts	122	142	increased by20
Feb 1, 2026	Employees	11	12	increased by1
Dec 1, 2025 vs May 1, 2025	Employees	8	11	increased by3
May 1, 2025 vs Oct 1, 2022	Employees	7	8	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	100	48	decreased by52
May 1, 2025 vs Oct 1, 2022	AUM	$34,366,427	$64,612,815	increased by$30,246,388
May 1, 2025 vs Oct 1, 2022	Accounts	55	122	increased by67
Apr 1, 2022	Employees	6	7	increased by1
Apr 1, 2022	Clients	63	100	increased by37
Apr 1, 2022	AUM	$0	$34,366,427	increased by$34,366,427
Apr 1, 2022	Accounts	0	55	increased by55
Jul 1, 2021	Registration	APPROVED-120	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VITA PLANNING” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VITA PLANNING” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.