Vision Financial Concepts
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,914,560
Total clients
45
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$131,435
About
The firm provides investment management, financial planning, retirement-plan consulting, and selection and monitoring of third‑party money managers for individual and high‑net‑worth clients. Its service menu also includes financial consultations, portfolio reviews, and recommendations that can include mutual funds, ETFs, individual equities and fixed income, and insurance products.
The firm’s investment approach blends strategic and tactical asset‑allocation techniques, using both fundamental and technical analysis and employing model portfolios and third‑party programs to implement strategies. It routinely uses model and manager platforms (notably SEI programs and the American Funds F‑2 direct‑at‑fund option) and offers both discretionary and non‑discretionary arrangements depending on client preference and program requirements.
What stands out relative to peers is that a majority of the firm’s managed advisory assets are reported as non‑discretionary ($4.13M non‑discretionary vs. $1.78M discretionary, with $21.54M in assets under advisement), a structure that is less common among independent advisors. The firm’s advisers are also licensed to sell insurance and annuity products and perform seasonal tax‑preparation services, which can result in commission‑based compensation in addition to advisory fees and requires disclosure and management of potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees for financial planning or advice/consulting ranging from $250-$15,000 depending on complexity.
$0 - $100,000: up to 1.30% annually $100,001 - $250,000: up to 1.25% annually $250,001 - $500,000: up to 1.20% annually $500,001 - $1,000,000: up to 1.15% annually $1,000,001 - $2,000,000: up to 1.10% annually $2,000,001+: up to 1.00% annually
Insurance commissions earned by advisory representatives as licensed insurance agents.
Hourly fees for financial planning or consulting from $250-$500 per hour.
Ongoing financial planning annual flat fees ranging from $250-$15,000 billed quarterly in arrears.
Account minimum: $25,000 Fee-only: Financial planning fees range from $250-$15,000 as flat fees or hourly fees from $250-$500 per hour. Retirement plan consulting fees range from 0.50% to 1.30% annually or flat fees.
Main office location
Vision Financial Concepts
855 Sunset Dr, Ste 7
Athens GA 30606, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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