Vision Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,240,914
Clients
187
9% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
187
Very HighAverage account size
$429,096
About
Vision Wealth Advisors, LLC is a solo‑advisor independent registered investment adviser serving individuals (including high‑net‑worth clients), employer pension and profit‑sharing plans, and businesses, managing roughly $81.5 million for about 187 clients. The firm provides investment management, both project‑based and ongoing financial planning, and retirement plan consulting for plan sponsors.
The firm's investment process emphasizes asset allocation grounded in Modern Portfolio Theory and uses a mix of passive and active vehicles, model portfolios available through institutional platforms (with the ability to customize), and outside managers where appropriate. Accounts are typically managed on a discretionary basis and financial planning is integrated into ongoing monitoring and portfolio decisions.
Distinctive aspects include an explicit retirement plan consulting practice in which the firm acts as an ERISA fiduciary to plan sponsors and excludes certain illiquid or employer‑sponsored assets from plan advice—services that are less common among similarly sized independent, solo firms. The firm also discloses a referral arrangement under which it receives 20% of payments from a third‑party planning provider for referred clients and waives its ongoing planning fee for clients with $500,000 or more under management.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Retirement withdrawal strategies
Cash flow / budgeting
General estate planning guidance
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
$350 per hour for project-based financial planning (negotiable)
Fee-only: Ongoing Financial Planning: initial fee up to $10,000 (negotiable and may be waived); fixed recurring fee ranging from $800 to $7,500 monthly or quarterly (negotiable); waived if client has $500,000 or more AUM. Project-Based Financial Planning: hourly fee of $350 (negotiable).
Main office location
Vision Wealth Advisors, LLC
57 Reitz Blvd, Suite 200
Lewisburg PA 17837, United States
Number of offices
1
Most active in
Vision Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · 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.
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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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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