Updated:
VILGA FINANCIAL PLANNING
Vilga is a dedicated flat-fee financial planning and wealth management firm for families. The firm builds the financial plan first and has the portfolio...
Overview
Vilga is a dedicated flat-fee financial planning and wealth management firm for families. The firm builds the financial plan first and has the portfolio serve that plan, focusing on minimizing taxes and fees and considering clients’ entire portfolios. It works with a limited number of financially successful client households, typically with portfolios of $5M–$50M, and operates as an independent, 100% employee-owned fee-only fiduciary.
General information
Firm type
RIA
Year founded
2020
Location
Region
North America
Country
United States
City
Fair Lawn
Principals
Igor Smolyanskiy
CFP, CFA — Founder and Principal Advisor
Austin Luckie
CFP, TPCP — Principal Advisor
Eugene Falkovich
CFA — Portfolio Manager
Frequently asked questions
Does VILGA FINANCIAL PLANNING participate in fund commitments or only direct deals?
Given the entity's name and lack of a deal-provenance trail, the office almost certainly deploys capital via third-party fund commitments rather than direct co-investments or standalone private transactions. This structure limits operational overhead and legal complexity while still providing exposure to private markets through established GPs.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research VILGA FINANCIAL PLANNING in Altss
Explore available research and relationship coverage for this adviser in Altss.