VIP Planners, Inc.
SEC RegisteredIndependent Personal - Service - Trust - Experience
About the firm
VIP Planners, Inc. is an independent Registered Investment Advisor based in Roanoke, VA that helps clients protect their retirement assets and income. As a fiduciary, the firm selects from a wide range of products and services appropriate for each client's situation. It has been providing independent financial planning and wealth management services to individuals and small corporations for over 30 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, tax strategies, estate planning, education planning, and retirement plans. The firm offers personalized and objective investment management services to help clients identify and achieve their individual goals.
Who they serve
Individuals and small corporations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 175 | $37M |
| High Net Worth Individuals | 31 | $89M |
| State/Municipal Entities | 3 | — |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| Next $4,000,000 | 1.25% |
| Above $5,000,000 | 1.00% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VIP Planners, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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