Alonzo Tredwell
Vital Investment Management · Marblehead, Massachusetts
Alonzo Tredwell is a fee-only financial advisor at Vital Investment Management in Marblehead, Massachusetts. Vital Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vital Investment Management |
|---|---|
| Based in | Marblehead, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.9M across 964 accounts |
| SEC registration | Investment adviser representative in CO, MA · CRD 2656065 |
| Exams passed | Series 63 (1995) · Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.vimadvisor.com |
How Alonzo's firm compares
- Vital Investment Management's average account is about $295,000, from its Form ADV (assets managed divided by 964 accounts).
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Questions about Alonzo
Is Alonzo Tredwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alonzo holds no broker registration, and Vital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alonzo charge for financial advice?
Alonzo's firm, Vital Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alonzo Tredwell based?
Alonzo Tredwell is based in Marblehead, Massachusetts.
Is Alonzo Tredwell registered with the SEC?
Yes. Alonzo Tredwell is registered as an investment adviser representative in CO and MA (CRD 2656065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vital Investment Management manage?
Vital Investment Management reports $283.9M across 964 accounts in assets under management.
How do I contact Alonzo Tredwell?
Through Alonzo's website, www.vimadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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