Advisor at Vision Financial Planning LLC
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Firm
Vision Financial Planning LLC
Location
Byron, MN
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.
Based on Vision Financial Planning LLC
Quarterly retainer fees: $1,000 per quarter for net worth under $1,000,000; $1,500 per quarter for net worth over $1,000,000
Minimum fee: $4,000 annually for net worth under $1,000,000; $6,000 annually for net worth over $1,000,000
Byron, MN
Minnesota
Vision Financial Planning
2023 - Present (3 years)
Mayo Clinic
2015 - Present (11 years)
RENTAL PROPERTY
2011 - 2021 (10 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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