VFG Wealth Management
- Company typePrivate
- Founded1999
- HeadquartersLexington, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
VFG Wealth Management firmographics
Firmographics- Name
- VFG Wealth Management
- Legal name
- VFG Wealth Management and Benefit Solutions
- Website
- https://vfginvest.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
VFG Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where VFG Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Lexington
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
VFG Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning and Advisory Fees: Fee-based advisory services for comprehensive financial planning and investment management tailored to individual client goals and needs
- Investment and Insurance Commissions: Commissions from sale of investment products, life insurance, long-term care insurance, and annuity contracts through LPL Financial
- Employee Benefits Administration: Group benefits administration services for business clients including Health, Dental, Vision, Life and Disability insurance
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Customized financial planning based on individual client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
VFG Wealth Management product offering
Product offeringCore offering
VFG Wealth Management provides fee-based financial planning, investment management, retirement planning, insurance, and education planning services to individuals and families, alongside employee benefit package administration (group health, dental, vision, life, and disability insurance) for business owners. Services are delivered through licensed advisors operating as an independent firm affiliated with LPL Financial, which provides the brokerage, custody, and research platform.
Product overview
VFG Wealth Management and Benefit Solutions is an independent financial advisory firm providing a comprehensive suite of wealth management services to individuals and businesses in Kentucky since 1999. The firm's core offerings center on five primary services: Retirement Planning, Investment Management, Life and Long Term Care Insurance, Education Planning, and Employee Benefit Packages. These services are delivered through a client-centered fiduciary approach using the LPL Financial platform for brokerage and custody. The firm supplements its core advisory services with educational resources including a financial glossary with over 200 terms, tax resources with IRS forms and tax rate tables, LPL Research reports, and financial planning calculators. Client account access is provided through the LPL Account View online portal.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Comprehensive retirement planning services helping clients estimate retirement income needs and develop strategies using qualified retirement plans, Social Security, personal savings, and investments.
- Investment Management Investment management services with portfolio construction based on asset allocation strategies designed to optimize performance aligned with client risk tolerance and financial goals.
- Life and Long-Term Care Insurance Insurance solutions including life insurance and long-term care coverage to protect families from the financial consequences of major life events.
- Education Planning Education planning services that help families save and prepare for future education expenses.
- Employee Benefit Packages Business benefit solutions including administration of group benefits such as Health, Dental, Vision, Life, and Disability insurance for business owners.
- Wealth Management Private investment planning providing financial solutions to individuals and business owners concerning wealth management, retirement income strategies, and asset preservation.
Companies that use VFG Wealth Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
VFG Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
VFG Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreVFG Wealth Management operates as an independent firm affiliated with LPL Financial, a registered investment advisor (Member FINRA/SIPC). LPL provides the technology platform, brokerage services, custody, research resources, and compliance infrastructure that enables VFG advisors to serve clients. Securities and advisory services are offered through LPL Financial.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
VFG Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: National full-service brokerage and advisory firm offering financial planning, investment management, and insurance products to individuals and small businesses. Comparable to VFG in target market (mass-affluent individuals, business owners) and product breadth, but with vastly larger scale and a branch-office model rather than an independent RIA structure.
- Robert W. Baird & Co. Employee-owned financial services firm with a strong private wealth management group serving individuals and institutions with financial planning, investment management, and retirement services. Comparable in wealth management focus and relationship-driven service model.
- Stifel Financial: Full-service wealth management and investment banking firm with advisor offices serving individuals, families, and small businesses on financial planning, investment management, and insurance. Comparable in service breadth and client segments, with broader geographic footprint than VFG.
- Northwestern Mutual: Large insurance-and-investment hybrid firm offering life insurance, disability, long-term care, investment, and financial planning through a national network of financial advisors. Highly comparable to VFG's combination of life/LTC insurance, investment advisory, and retirement planning.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting independent financial advisors with practice management, technology, and product access. Highly comparable independent-wealth infrastructure to VFG's LPL Financial affiliation.
- Cetera Financial Group: Independent advisor-focused wealth platform supporting thousands of affiliated financial professionals with brokerage, advisory, insurance, and practice-management services. Closely comparable to VFG's LPL-affiliated independent advisor model, though at much larger platform scale.
- Raymond James Financial Services: Large diversified wealth management and investment firm with a significant independent-advisor channel offering financial planning, investment management, insurance, and retirement solutions. Comparable in advisor-affiliated service model and integrated wealth-and-insurance offerings.
- Ameriprise Financial: Large diversified financial services firm with a national network of franchise-based financial advisors offering financial planning, investment management, insurance, and retirement solutions. Direct overlap with VFG in wealth management + insurance distribution to mass-affluent and small-business clients.
- Waddell & Reed (Macquarie Asset Management): Long-established wealth management franchise (acquired by Macquarie in 2021) that historically served mass-affluent clients with financial planning, investment, and insurance solutions via independent advisors. Comparable in target market and integrated product offering.
Emerging players
- Merit Financial Advisors: Fast-growing independent RIA that acquires and partners with smaller advisory practices, offering wealth management, retirement planning, and financial planning services. Comparable to VFG in core service mix, but pursuing aggressive inorganic scale versus VFG's organic growth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks2 records
Key highlights6 records
Customer concentration
VFG Wealth Management social profiles
Digital presenceVFG Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
VFG Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
VFG Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VFG Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about VFG Wealth Management
What does VFG Wealth Management do?
VFG Wealth Management provides fee-based financial planning, investment management, retirement planning, insurance, and education planning services to individuals and families, alongside employee benefit package administration (group health, dental, vision, life, and disability insurance) for business owners. Services are delivered through licensed advisors operating as an independent firm affiliated with LPL Financial, which provides the brokerage, custody, and research platform.
Is VFG Wealth Management a public or private company?
VFG Wealth Management is a private company. It is classified as management employee owned and is currently operating.
When was VFG Wealth Management founded?
VFG Wealth Management was founded in 1999. It employs 1 to 10 people.
Where is VFG Wealth Management based?
VFG Wealth Management is headquartered in Lexington, United States, in the North America region.
How does VFG Wealth Management make money?
Three revenue lines are on record. Financial Planning and Advisory Fees are the primary driver. The others are investment and Insurance Commissions and employee Benefits Administration.
Who are VFG Wealth Management's main competitors?
Broad incumbents on record are Edward Jones, Robert W. Baird & Co., Stifel Financial, Northwestern Mutual, Cambridge Investment Research, Cetera Financial Group, Raymond James Financial Services, Ameriprise Financial and Waddell & Reed (Macquarie Asset Management). Merit Financial Advisors is listed as an emerging player.
Does VFG Wealth Management have an API?
No public API is recorded for VFG Wealth Management.
What industry is VFG Wealth Management in?
VFG Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.