← Tributary

VIP PLANNERS, INC.

ROANOKE, VA · CRD 111946 · IAPD ↗ · vipplanners.com · 5403421895

$126.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — VIP PLANNERS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2025 — VIP PLANNERS, INC. (ROANOKE, VA) is newly SEC-registered with $104.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.