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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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 - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees are prorated and paid in advance on a quarterly basis. Fees for accounts over $20,000,000 are negotiable.
Fee Estimator
Location
Falls Church, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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