Vision Financial Planning LLC
RIAState Registered
Total AUM
$24.3M
Discretionary
$24.3M
100% of AUM
Avg account
$539K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325560
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vision Financial Planning LLC is an independent, single‑owner RIA organized as an LLC that focuses on individual and family clients, with services extending to small businesses. The firm charges fixed fees and centers its practice on comprehensive financial planning and discretionary portfolio management for private clients. It does not list itself as an active ESG investor, multi‑state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities55%
- Public Funds/Mutual Funds30%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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