James T. Knochenmus

VITALITY PLANNING

Falls Church, VA

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CRD#: 7491395

Professional summary

James Talmon Knochenmus, CFP®, who also goes by Tal Knochenmus, Talmon Knochenmus, is a registered financial advisor currently at VITALITY PLANNING, LLC located in Falls Church, Virginia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tal Knochenmus | Talmon Knochenmus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Cavalier International Investments, LLC Investment Related: Yes Address: 3116 Faber Drive Falls Church, VA 22044 Nature of Business: Real Estate Development Position: President Start Date: 03/2020 Approximate number of hours/month: 2 hours/month Hours during securities trading hours: 0 Duties: Company review and oversight

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Talmon Knochenmus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 22, 2022 - Present

VITALITY PLANNING, LLC

RIA

CRD#: 315580

Falls Church, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/10/2024)

IAR

Virginia
(2/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VITALITY PLANNING, LLC

CRD#: 315580 / SEC#:

Texas

Registered Investment Advisory firm - (6/25/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (2/22/2022 Approved)

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Contact information

Main Address

Falls Church, VA

Mailing Address

Phone number

(703) 598-0387

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 8,480,481

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James T. Knochenmus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Talmon Knochenmus's CRS (Customer Relationship Summary).

Certified licenses

Experience

VITALITY PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

VITALITY PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VITALITY PLANNING, LLC

TRUST BUT VERIFY

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