Stratton Harrison
Vita Wealth Management · Chicago, Illinois
Stratton Harrison is a fee-only financial advisor at Vita Wealth Management in Chicago, Illinois, who holds the CFP and EA credentials. Stratton charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and estate & legacy planning.
Request an introduction to Stratton →
Specialties
Facts
| Firm | Vita Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in IL · CRD 6558141 |
| Exams passed | Series 66 (2020) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | vitawm.com |
How Stratton's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Illinois median of $5,000 for fee-only firms that publish prices.
- Vita Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
Request an introduction to Stratton
Tell Stratton a little about what you're looking for. Stratton isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stratton
Is Stratton Harrison a fee-only financial advisor?
Yes. Stratton Harrison 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 Stratton's firm.
How does Stratton charge for financial advice?
Stratton charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Stratton charge?
According to Vita Wealth Management's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed.
Does Stratton work with clients virtually?
Yes. Vita Wealth Management says on its website that it works with clients remotely.
Where is Stratton Harrison based?
Stratton Harrison is based in Chicago, Illinois.
What does Stratton specialize in?
Stratton's specialties include tax planning, retirement planning, estate & legacy planning and equity compensation.
What credentials does Stratton Harrison hold?
Stratton Harrison holds the CFP and EA credentials.
Is Stratton Harrison registered with the SEC?
Yes. Stratton Harrison is registered as an investment adviser representative in IL (CRD 6558141), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vita Wealth Management manage?
Vita Wealth Management reports $1.25B across 4,262 accounts in assets under management.
How do I contact Stratton Harrison?
Through Stratton's website, vitawm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Vita Wealth Management 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.
See something wrong? Request a correction. Read our methodology.