James Knochenmus is a CFP-designated registered investment advisor at Vitality Planning, LLC, based in Falls Church, VA, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Annual fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
Falls Church, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is the President of Cavalier International Investments, LLC, a real estate development company, since 2020. He dedicates minimal time to company review and oversight.
Employment History
Current Registrations
Vitality Planning, LLC
State Registrations2 states
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