Overview
Assets Under Management: $126 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 31
Average Client Assets: $2.9 million
Frequently Asked Questions
VIP PLANNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111946), VIP PLANNERS, INC. is subject to fiduciary duty under federal law.
VIP PLANNERS, INC. is headquartered in ROANOKE, VA.
VIP PLANNERS, INC. serves 31 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, VIP PLANNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
VIP PLANNERS, INC. manages $126 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, VIP PLANNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.33%
Average Client Assets: $2.9 million
Total Client Accounts: 427
Discretionary Accounts: 427
Regulatory Filings
CRD Number: 111946
Filing ID: 2081344
Last Filing Date: 2026-03-25 13:46:27