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Shared Vision Wealth Group

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Client assets under management

$333,169,056

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Clients

189

40% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

63

Typical

Average account size

$1,762,799

About

Shared Vision Wealth Group advises a mix of individual and institutional clients, providing discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services. The firm’s ADV lists traditional private clients such as high‑net‑worth and individual investors as well as institutional types including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and plan sponsors.

Portfolios are customized to client objectives and managed using a mix of fundamental analysis, modern portfolio theory, and cyclical analysis with regular rebalancing; investments may include ETFs, mutual funds, individual securities and, where appropriate, option strategies. The ADV also describes the use and risks of options and other derivatives and explains the firm’s practice of engaging sub‑advisors and conducting ongoing manager due diligence and oversight.

What distinguishes Shared Vision among similar small, supported firms is its explicit retirement‑plan capability — including ERISA 3(38) discretionary plan‑level management — and its documented operational capacity to implement derivatives/options strategies and supervise third‑party managers. The brochure also notes complimentary standard financial planning for investment management clients and discretionary authority to hire or terminate sub‑advisors, reflecting a combination of institutional plan services and boutique‑style advisor oversight that is less common in this peer group.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Roth conversion strategy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fee financial planning and consulting services for stand-alone engagements (fee amounts determined per agreement)

Percentage

$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%

Project-based

Not specifically stated, but fixed fees for financial planning and consulting services may be negotiated; hourly rate not explicitly given

Other

Account minimum: $500,000 Fee-only: Standard Financial Planning and consulting services are complimentary for clients with investment management services; Full Financial Planning and consulting services are complimentary for clients with more than $1 million under management; Fixed fee financial planning services available for stand-alone engagements (amounts vary by project, fees may be requested upfront, partial retainer or paid in full upon completion).

Main office location

Shared Vision Wealth Group

Carlsbad CA, United States

Number of offices

3

Most active in

More info

Arizona · California · Hawaii · North Carolina · Texas · Virginia · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 7603491750

Advisors at this firm

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Carolina O

CFP®, Series 63, Series 66

Carlsbad, CA

Shared Vision Wealth Group

Carolina Ortiz is a CFP® professional with 21 years of experience in financial advising. She is currently with Shared Vision Wealth Group and previously worked at Northwest Asset Management and USAA in various financial planning and investment roles. Shared Vision Wealth Group offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis to construct diversified portfolios and uses options and derivatives strategies in managed accounts.

Tax-loss harvesting Roth conversion strategy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Bradley S

CFP®, Series 66

Carlsbad, CA

Shared Vision Wealth Group

Bradley Sayre is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management and USAA-affiliated firms. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs a diversified investment approach incorporating fundamental analysis, modern portfolio theory, and cyclical analysis, and it offers specialized services including ERISA 3(38) discretionary management and the use of derivatives in managed accounts.

Tax-loss harvesting Roth conversion strategy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Bryan T

CFP®, Series 63, Series 65

Carlsbad, CA

Shared Vision Wealth Group

Bryan Theall is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management, USAA Investment Management Company, and USAA Financial Planning Services. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis to construct diversified portfolios, and it offers specialized services including ERISA 3(38) discretionary management for plan sponsors.

Tax-loss harvesting Roth conversion strategy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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