Summit Vision Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,968,201
Clients
39
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$153,031
About
The firm provides discretionary portfolio management and a range of financial planning services to individuals, high‑net‑worth clients, and businesses. Services include ongoing investment advisory relationships, comprehensive and project‑based financial plans, and hourly planning engagements.
Investment approach is primarily passive, using index mutual funds and ETFs to construct asset‑class portfolios, while also incorporating fundamental, technical, cyclical and charting analysis and recommending third‑party managers and model portfolios when appropriate. The firm supports implementation and monitoring of plans over time, and may use outside managers or sub‑advisors that employ model‑based strategies grounded in Modern Portfolio Theory.
What distinguishes the firm from many peers is its regular provision of educational seminars and speaking engagements for organizations and the public, offered as purely educational events rather than individualized advice. The principal also maintains substantial outside business and community roles (including farm management and school coaching) and holds a Dave Ramsey Certified Financial Counselor credential, which informs the firm’s emphasis on business and cash‑flow planning while reflecting a split of time between advisory work and other activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Project Based Financial Planning fixed fee between $500 - $10,000
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.60%
$150 per hour for financial planning
Comprehensive Financial Planning ongoing fee $100 - $1,000 per month
Minimum fee: Minimum initial fee of $500 for comprehensive and project based financial planning Fee-only: Comprehensive Financial Planning: $500 - $5,000 upfront plus $100 - $1,000 per month ongoing; Project Based Financial Planning: Fixed fee $500 - $10,000; Hourly Financial Planning: $150 per hour
Main office location
Summit Vision Financial, LLC
Rock Port MO, United States
Number of offices
1
Most active in
Summit Vision Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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