Brennan Vitali
Vitality Wealth Planning · Elkhart, Indiana
Brennan Vitali is a fee-only financial advisor at Vitality Wealth Planning in Elkhart, Indiana, who holds the CFP credential.
- $15M
- Firm assets managed
- $362,000
- Firm's average account
- 2019
- First securities exam
What Brennan focuses on
Who Brennan works with
- Cross-border families
How does Brennan's firm compare?
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Vitality Wealth Planning's average account is about $362,000, from its Form ADV (assets managed divided by 42 accounts).
Questions about Brennan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Vitality Wealth Planning |
|---|---|
| Based in | Elkhart, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $15.2M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, WA · CRD 7140906 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planwithvitality.com |
| Profile |
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Other fee-only advisors in Indiana
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Vitality Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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