Vilga Financial Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Vilga Financial Planning reports 19 clients. They include 19 high-net-worth individuals. Of its assets, 100.0% ($169M across 119 accounts) are managed with discretion. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 99% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.51M | 0.9% | — |
| High-net-worth individuals | 19 | $168M | 99.1% | $8.83M |
| Total | 19 | $169M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.51M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 19
- Regulatory AUM
- $168M
- AUM share
- 99.1%
- Avg. per client
- $8.83M
Total
- Clients
- 19
- Regulatory AUM
- $169M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Vilga Financial Planning is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- One-Time Comprehensive Financial Plan
- Fee ranges from $6,000 to $10,000, negotiable; half due at the start of the process.
- Ongoing Comprehensive Financial Planning and Investment Management
- Upfront fee of $3,000 plus an annual fee starting at $10,000 covering up to $3,000,000 under management; complexity-based above that. The annual fee is negotiable.
- Project-Based Financial Planning
- Hourly rate of $400 for limited-scope projects, possibly negotiable.
Igor Smolyanskiy owns 75% or more of Vilga Financial Planning. The leadership team of Vilga Financial Planning includes Chief Compliance Officer Igor Smolyanskiy. It has 2 employees.
Leadership
Igor SmolyanskiyOwner & Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Vilga Financial Planning LLC
Igor Smolyanskiy
Control person · since September 2020
Vilga Financial Planning’s regulatory assets grew from $125M (July 2025) to $169M (March 2026); clients rose from 15 to 19 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $169M | 19 | 2 | 1 |
| Jul 2025July 2025 | $125M | 15 | 2 | 1 |
Besides its headquarters, Vilga Financial Planning has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Vilga Financial Planning LLC
- Headquarters
- Not reported
- Website
- vilga.com
- Phone
- 201-300-6097
- @vilga
- SEC file
- 801-132624
- Structure
- New Jersey LLC
- Fiscal year end
- December
Vilga Financial Planning’s named custodian for separately managed accounts is Charles Schwab ($125M). Vilga Financial Planning has custody of $8.19M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $125M100%
At year end, Vilga Financial Planning’s separately managed accounts were mostly in funds (51%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds51%
- Bonds17%
- Cash4%
How many clients does Vilga Financial Planning have?
Vilga Financial Planning has 19 clients and manages $169 million for them, as of March 2026. They include 19 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Vilga Financial Planning offer?
Vilga Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vilga Financial Planning use?
Vilga Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Vilga Financial Planning have?
Vilga Financial Planning has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vilga Financial Planning invest in?
At the end of its last fiscal year, Vilga Financial Planning’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 17% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vilga Financial Planning?
Vilga Financial Planning’s direct owner is Igor Smolyanskiy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Vilga Financial Planning get paid?
Vilga Financial Planning is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vilga Financial Planning?
Its phone number is 201-300-6097. Its website is vilga.com.