Brennan Vitali is a CFP-designated registered investment advisor at Vitality Wealth Planning, based in Elkhart, IN, with 4 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 5 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients with $1,000,000 or more in assets under management will receive Ongoing Financial Planning at no additional charge. In regard to investment management services that do not include financial planning, financial planning fees will be offset for related advisory services of assets being managed by the Adviser.
Fee Estimator
Contact
Brennan Vitali
Location
Elkhart, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vitality Wealth Planning
Previous Registrations
Navigate Financial
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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