Dillon Goodman
Vital Investment Management · Loveland, Colorado
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.
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Facts
| Firm | Vital Investment Management |
|---|---|
| Based in | Loveland, Colorado |
| 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 · CRD 7468576 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.vimadvisor.com |
How Dillon'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 Dillon
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.
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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