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Firm

Vilga Financial Planning

Fair Lawn, New Jersey

Fee-only

Vilga Financial Planning at a glance

  • One of 217 fee-only firms based in New Jersey in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 2 employees and 19 individual clients, 19 of them high net worth.
  • Its average account is about $1.4 million (assets it manages divided by its 119 accounts).
  • Its ongoing planning fee starts at $10,000 a year, above the New Jersey median of $7,450.
  • Its website says it's taking new clients.

Specialties Flat-fee planning · Tax planning

Works with Ultra high net worth

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Based inFair Lawn, New Jersey
Websitevilga.com
Email[email protected]
Phone(776) 811-8224

Vilga Financial Planning fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

Ongoing planningFrom $10,000 a year
One-time planFrom $3,000
How it chargesFlat fee · Ongoing planning fee

In the firm's words

"up to $3M → $10,000/year" source
"A $3,000 one-time onboarding fee is charged at engagement." source
"Our ideal clients typically have $5M–$50M" source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byHourly · Fixed fees
Assets managed$169 million
High-net-worth clients19
Accounts managed119
Employees2
Planning clients26-50
Registered withThe SEC (801-132624)
Financial planningOffered
Form ADV filedMarch 24, 2026
SEC recordCRD 311166

Advisors at this firm (1)

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