# Vita Planning Group

Vita Planning Group is a Bank / Wealth / Trust based in Camas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Camas, United States
- **Region:** North America
- **Address:** Vancouver, WA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** vita401k.com
- **LinkedIn:** https://www.linkedin.com/company/vita-planning-group

## Regulatory record

- **CRD number:** 312323
- **SEC file number:** 801-120369
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312323

## About

Vita Planning Group is a Washington-based registered investment advisor that appears to anchor its practice in retirement plan consulting, as evidenced by its 401(k)-focused web presence. The firm serves a mix of individual clients, high-net-worth families, and corporate entities from its Pacific Northwest base, though its precise founding date and leadership structure are not a matter of widespread public record. The firm's stated service set spans financial planning, portfolio management, and estate planning, all delivered under an advisory fee model typical of independent RIAs. The firm's strategy centers on retirement plan design and management for small to mid-sized businesses, functioning as a third-party administrator or investment fiduciary for company plans. By capturing the employer-sponsored retirement relationship, Vita Planning Group positions itself to provide individual wealth management to plan participants and business owners alike, covering asset allocation, risk assessment, and distribution planning. The geographic focus appears concentrated in the greater Portland-Vancouver metropolitan area and broader Washington state. As a boutique advisory firm, Vita Planning Group's scale is not publicly disclosed. The firm does not maintain a significant LinkedIn presence, nor does it appear to publish thought leadership or investor letters — a profile consistent with a local, relationship-driven practice rather than a multi-office aggregator. No recent operational events, fund launches, or personnel moves have been reported in the financial press. Structurally, Vita Planning Group occupies a distinct niche as a specialist in qualified retirement plans — a segment that generates recurring, sticky revenue through plan-level advisory fees.

## Sectors

- Financial Services

## Questions

### What core service anchors Vita Planning Group's practice?

The firm's primary identity is built around employer-sponsored retirement plans, specifically 401(k) consulting and management. Its domain name and public-facing materials suggest this is the central business line through which it acquires both corporate clients and individual wealth management relationships.

### Does Vita Planning Group serve institutional clients or only individuals?

Vita Planning Group serves a dual client base: corporations and businesses as plan sponsors, and the individuals and high-net-worth families affiliated with those plans. The firm does not appear to market to large institutional allocators or operate pooled investment vehicles.

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Last updated: 2026-08-11T02:43:31.692Z

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