AdvisorRanked
100
Clean

VIP WEALTH ADVISORS

120 W TRINITY PL, DECATUR, GA 30030
Fiduciaryfee-onlySEC Registered
917-319-8281 www.vipwealthadvisors.com/ CRD #335528
$126M
Assets Managed
1
Clients
1
Employees
0
Years Active
since 2026

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46099. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 0 years.

Firm Details

Legal NameVIP WEALTH ADVISORS
CRD Number#335528
SEC RegisteredYes
Registration Date2026-04-22
States RegisteredGA
Assets Under Management$126M
Number of Clients1
Employees1
Compensation Typefee-only
Last ADV Filing46099

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Frequently Asked Questions

Is VIP WEALTH ADVISORS a fiduciary?

Yes. VIP WEALTH ADVISORS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VIP WEALTH ADVISORS charge clients?

VIP WEALTH ADVISORS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VIP WEALTH ADVISORS have any complaints?

No. VIP WEALTH ADVISORS has zero complaints or disciplinary actions on file with the SEC or FINRA across 0 years of operation.

How does VIP WEALTH ADVISORS compare to other advisors in DECATUR?

VIP WEALTH ADVISORS has a Red Flag Score of 100/100. There are 4 registered advisory firms in DECATUR. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46099. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.