Vita Planning Group Llc
- Regulatory AUM
- $83.7M
- Discretionary
- $83.7M
- Clients
- 57
- Avg AUM / client
- $1.5M
- Accounts
- 142
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $10.8M | 12.9% |
| High net worth individuals | 24 | $58.0M | 69.3% |
| Pension and profit sharing plans | 2 | $4.8M | 5.74% |
| Corporations and other businesses | 5 | $10.1M | 12.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| O'reilly Media, Inc. 401(k) Plan O'reilly Media, Inc. | 2024 | |
| Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust Title 9 Sports, Inc. | 2024 | |
| Los Altos Golf & Country Club 401(k) Plan Los Altos Golf & Country Club | 2024 | |
| Mission Bio, Inc. Retirement Trust Mission Bio, Inc. | 2024 | |
| Ceva 401(k) Plan Ceva, Inc. | 2024 | |
| Intapp 401(k) Plan Integration Appliance, Inc. Dba Intapp | 2024 | |
| Patra Corporation 401(k) Profit Sharing Plan And Trust Patra Corporation | 2024 | |
| Pavir Retirement Plan Palo Alto Veterans Institute For Research | 2024 | |
| College Track 401(k) College Track | 2024 | |
| Heron Therapeutics, Inc. 401(k) Plan Heron Therapeutics, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Hans Hansen | Member | Nov 2020 (6y) | 50% – 75% | |
| Karl Erik Hansen | Member And Cco | Chartered Financial Consultant | Nov 2020 (6y) | 50% – 75% |
| Timothy Daniel Gallagher | Registered representative | Apr 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| O'reilly Media, Inc. 401(k) Plan | O'reilly Media, Inc. | 341 | $84.8M | 01/01/2024 |
| Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust | Title 9 Sports, Inc. | 189 | $15.4M | 01/01/2024 |
| Los Altos Golf & Country Club 401(k) Plan | Los Altos Golf & Country Club | 93 | $10.0M | 01/01/2024 |
| Mission Bio, Inc. Retirement Trust | Mission Bio, Inc. | 58 | $8.0M | 01/01/2024 |
| Ceva 401(k) Plan | Ceva, Inc. | 34 | $14.8M | 01/01/2024 |
| Intapp 401(k) Plan | Integration Appliance, Inc. Dba Intapp | 865 | $112M | 01/01/2024 |
| Patra Corporation 401(k) Profit Sharing Plan And Trust | Patra Corporation | 510 | $21.5M | 01/01/2024 |
| Pavir Retirement Plan | Palo Alto Veterans Institute For Research | 181 | $40.2M | 01/01/2024 |
| College Track 401(k) | College Track | 230 | $10.3M | 01/01/2024 |
| Heron Therapeutics, Inc. 401(k) Plan | Heron Therapeutics, Inc. | 118 | $33.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $75.2M (90% of AUM) Apr 2026
- Capital Group $8.5M (10% of AUM) Apr 2026
- American Funds Distributors, Inc. $8.4M (20% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗