# Vested Financial Planning

Vested Financial Planning is a Registered Investment Advisor.

## Overview

- **Organization type:** Registered Investment Advisor
- **Assets under management:** Undisclosed
- **Website:** https://vestedfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/vestedfinancialplanning

## Regulatory record

- **CRD number:** 296970
- **SEC file number:** 801-129759
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296970

## About

VESTED FINANCIAL PLANNING, LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $157 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Planning
- Wealth Management

## Questions

### Is Vested Financial Planning a fiduciary?

As a registered investment advisor (RIA), Vested Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This means it is legally obligated to act in the best interests of its clients, providing advice that prioritizes client needs over firm revenue.

## Related profiles

- [TORRE FINANCIAL](https://altss.com/profile/torre-financial)
- [Luther Wealth Management](https://altss.com/profile/luther-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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