Vita Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | vitawm.com |
| [email protected] | |
| Phone | (214) 535-1335 |
Questions about Vita Wealth Management
How much does Vita Wealth Management charge?
Vita Wealth Management publishes these prices: ongoing planning: from $5,000 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Vita Wealth Management paid?
Vita Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Vita Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Vita Wealth Management.
What is the average account at Vita Wealth Management?
Vita Wealth Management's average account is about $294,000. That's the assets on its Form ADV divided by its 4,262 accounts.
What does Vita Wealth Management specialize in?
Vita Wealth Management's advisors and website list tax planning, retirement planning, estate & legacy planning and equity compensation.
Is Vita Wealth Management accepting new clients?
Yes, according to Vita Wealth Management's website, checked October 28, 2026.
Does Vita Wealth Management work with clients virtually?
Yes. Vita Wealth Management's website says it works with clients virtually.
Vita Wealth Management 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 planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Tier 1 $5,000" source
"$0-$1,000,000 1.00%" source
"fee will be based on a % of the assets managed" source
"prefer to pay a flat fee, the following fees are billed annually" 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |