Vision Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,518,710
Total clients
187
9% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
187
Average account size
$435,929
About
Vision Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, high-net-worth households, and employer plan sponsors. The firm delivers discretionary portfolio management and offers both project-based and ongoing financial planning, and it may refer clients to outside professionals (attorneys, accountants, insurance agents) without receiving compensation from those third parties.
The firm’s investment approach is grounded in modern portfolio theory and asset-allocation modeling, using a mix of passive and active mutual funds and ETFs, individual securities, and cash equivalents to align portfolios with client goals and risk tolerances. Accounts are managed on a discretionary basis with the ability for clients to impose reasonable restrictions, and the brochure includes explicit guidance on the speculative risks of digital assets and limited use of such investments.
Notable distinctions include a disclosed ongoing referral arrangement with another registered adviser that results in continuing compensation for referred clients, which the firm identifies as a potential conflict of interest. The firm relies on custodians for account reporting and trade execution, generally does not provide separate written performance reports beyond custodian statements, and does not vote client proxies, leaving those responsibilities to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Initial financial planning fee up to $10,000; ongoing financial planning fees ranging from $800 to $7,500 paid monthly or quarterly; fees waived for clients with $500,000 or more assets under management
$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
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.
Main office location
Vision Wealth Advisors, LLC
57 Reitz Blvd, Suite 200
Lewisburg PA 17837, United States
Number of offices
1
Forms ADV
Quick links
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