# VIP PLANNERS, INC.

VIP PLANNERS, INC. of ROANOKE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 111946
- Type: SEC-registered investment adviser
- SEC file number: 801-134197
- Location: 1502 FRANKLIN ROAD, SW, ROANOKE, VA, 24016
- Phone: 5403421895
- Latest filing: 2026-03-25
- Regulatory AUM: $126.2M
- Discretionary AUM: $126.2M
- Clients: 4
- Accounts: 427

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Terry Lee Vandelinde | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111946/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111946/similar
- Related entities: https://search.stillhousedata.com/firm/111946/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111946

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.