Vision Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,252,944
Total clients
12
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,021,079
About
Vision Financial Planning provides customized portfolio management and integrated financial planning to individual and high-net-worth clients, overseeing approximately $24.25 million in discretionary assets across a limited client roster. Its services include continuous portfolio management and financial planning topics such as cash flow, retirement, estate, tax, insurance, and college‑savings analysis tailored to each client’s circumstances.
The firm’s investment process is grounded in Modern Portfolio Theory and employs diversified asset allocation with tactical drift, using a mix of passive and active ETFs, mutual funds, and fixed‑income securities. Accounts are managed on a discretionary basis with ongoing monitoring and at‑least‑annual reviews to keep allocations aligned with clients’ objectives and changing circumstances.
Several operational features distinguish the firm from many peers: its asset base relative to a small client count suggests a focus on higher‑net‑worth relationships rather than mass‑market retail clients, and it bills via a flat quarterly retainer tied to client net worth instead of the more common percentage‑of‑AUM model. The firm’s principal also maintains full‑time employment as a financial planner with a large healthcare employer and routinely advises on employee benefits and retirement account rollover options, and the firm leaves proxy‑voting decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Debt management
Retirement income strategy
Fee options
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
Main office location
Vision Financial Planning LLC
Byron MN, United States
Number of offices
1
Most active in
Vision Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
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
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