# Dillon Goodman

> Dillon Goodman is a fee-only financial advisor at Vital Investment Management in Loveland, Colorado. Vital Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dillon-goodman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vital Investment Management
- **Based in:** Loveland, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $283.9M across 964 accounts
- **CRD:** 7468576 (https://adviserinfo.sec.gov/individual/summary/7468576)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2022)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.vimadvisor.com

## Frequently asked questions

### Is Dillon Goodman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dillon 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 Dillon charge for financial advice?

Dillon's firm, Vital Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dillon Goodman based?

Dillon Goodman is based in Loveland, Colorado.

### Is Dillon Goodman registered with the SEC?

Yes. Dillon Goodman is registered as an investment adviser representative in CO (CRD 7468576), 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 Dillon Goodman?

Through Dillon's website, www.vimadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7468576): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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