Vip Planners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Roanoke, VA. Its latest Form ADV filing, dated March 25, 2026, reports $126M in regulatory assets under management, 4 employees, 1 office, and 427 accounts.
Assets Under Management
$126M
Employees
4
Offices
1 office
Total Clients
209
Primary office
ROANOKE, VA
1502 FRANKLIN ROAD, SW, ROANOKE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
175
2
HNWI
14.8%
31
3
Charitable
1.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 25, 2026
Discretionary100.0%
$126M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$126M
Total Accounts427
10Y AUM Change+$22M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.