Firm
Vitality Wealth
Meridian, Idaho
Fee-only
Vitality Wealth at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 13 individual clients, 4 of them high net worth.
- Its average account is about $155,000 (assets it manages divided by its 59 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Meridian, Idaho |
|---|---|
| Website | planwithvitality.com |
| [email protected] | |
| Phone | (208) 918-4466 |
Vitality Wealth 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 $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our minimum annual fee is $6,000." source
"$0 - $2M" source
"One, Simple Annual Fee— That's All You'll Ever Pay Us" 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 |
|---|---|
| Assets managed | $9 million |
| Individual clients | 9 |
| High-net-worth clients | 4 |
| Accounts managed | 59 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 334476 |