# Brennan Vitali

> Brennan Vitali is a fee-only financial advisor at Vitality Wealth Planning in Elkhart, Indiana, who holds the CFP credential. Brennan focuses on international & expat planning. Vitality Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brennan-vitali/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Vitality Wealth Planning
- **Based in:** Elkhart, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.2M across 42 accounts
- **Credentials:** CFP
- **Specialties:** International & expat planning
- **Works with:** Cross-border families
- **CRD:** 7140906 (https://adviserinfo.sec.gov/individual/summary/7140906)
- **SEC registration:** Investment adviser representative in IN, WA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://planwithvitality.com

## Frequently asked questions

### Is Brennan Vitali a fee-only financial advisor?

Yes. Brennan Vitali is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brennan's firm.

### How does Brennan Vitali charge for financial advice?

Brennan's firm, Vitality Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Brennan Vitali work with clients virtually?

Yes. Vitality Wealth Planning says on its website that it works with clients remotely.

### Where is Brennan Vitali based?

Brennan Vitali is based in Elkhart, Indiana.

### What does Brennan Vitali specialize in?

Brennan Vitali's specialties include international & expat planning. Brennan works with cross-border families.

### What credentials does Brennan Vitali hold?

Brennan Vitali holds the CFP credential.

### Is Brennan Vitali registered with the SEC?

Yes. Brennan Vitali is registered as an investment adviser representative in IN and WA (CRD 7140906), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Vitality Wealth Planning manage?

Vitality Wealth Planning reports $15.2M across 42 accounts in assets under management.

### How do I contact Brennan Vitali?

Through Brennan Vitali's website, planwithvitality.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brennan-vitali-94677): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://planwithvitality.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.