Vision Tech Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,791,661
Total clients
78
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
78
Average account size
$356,303
About
Vision Tech Financial Advisors (Vision Tech Group LLC) serves individual clients and manages roughly $27.8 million in discretionary assets across about 78 client relationships. The firm provides discretionary asset management and financial planning/consulting services and states it does not impose a minimum account size.
Investment decisions are built around documented client profiles that record goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical and charting analysis. VTG may employ a range of strategies — including long- and short-term positions, options trading, derivatives and investments in REITs — operates with discretionary trading authority, and conducts quarterly account reviews with written statements and performance reporting.
The firm is a solo practice led by an owner with a long corporate technology leadership background (former HP executive) and a degree in computer information systems, a profile that is atypical for comparable independent advisors and is described alongside the firm’s use of Schwab institutional services. The brochure also notes financial plans may be completed at no additional cost as part of recommendations and that VTG does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Tax strategies for small businesses
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $750,000: 1.00% annually $750,000.01 - $1,500,000: 0.75% annually $1,500,000.01 - $5,000,000: 0.50% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.25% annually
$200/hour for financial planning
Fee-only: $200 per hour for financial planning
Main office location
Vision Tech Financial Advisors
Pinehurst TX, United States
Number of offices
1
Most active in
Vision Tech Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oklahoma · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")