Vision Financial Planning LLC

Overview

Vision Financial Planning LLC is a small, independent RIA that serves individual and family clients with personalized financial planning and portfolio management. The firm runs a fee model that combines a percentage of assets under management and fixed fees, and it manages client relationships on a discretionary basis. Investment activity shows a clear tilt toward equities—particularly non-exchange traded equities—alongside use of third‑party mutual funds and selected alternative managers. The adviser does not position itself as a multi-state or pension consultant and does not describe itself as an active ESG investor or a capital allocator, indicating reliance on externally managed vehicles rather than proprietary pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices