Timothy Daniel Gallagher
Investment Adviser Representative at VITA PLANNING GROUP LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 0.90% |
| $500,001 to $1,000,000 | 0.80% |
| $1,000,001 to $2,500,000 | 0.60% |
| $2,500,001 to $5,000,000 | 0.50% |
| $5,000,001 to $10,000,000 | 0.40% |
| $10,000,001 to $20,000,000 | 0.30% |
| $20,000,001 and over | 0.25% |
VITA Planning Group LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at VITA PLANNING GROUP LLC
2 other advisors in the directory
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