RIA Intel›Advisers›Missouri›VIRTUAL PLANNING GROUP LLC

VIRTUAL PLANNING GROUP LLC

Advisory

LEES SUMMIT, MO

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$180K

across 51 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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$9M

EPOCH FAMILY WEALTH, LLC

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BUSINESS OWNER STRATEGIES, INC.

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