# VESTED FINANCIAL PLANNING, LLC

VESTED FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 296970
- Type: SEC-registered investment adviser
- SEC file number: 801-129759
- Phone: 650-315-7372
- Latest filing: 2026-03-03
- Regulatory AUM: $157.2M
- Discretionary AUM: $157.2M
- Clients: 1
- Accounts: 338

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Hsin Lo | PRINCIPAL, CCO | — |
| LO THOMAS HSIN | PRINCIPAL, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296970/similar
- Related entities: https://search.stillhousedata.com/firm/296970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296970

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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.