Vision Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,238,605
Clients
25
64% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$2,649,544
About
Vision Wealth Planning, LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, and also offers separate tax preparation services and referrals to other specialists. The firm describes ongoing personal contact with clients to set goals, construct portfolios and implement strategies across accounts.
Portfolios are built primarily with diversified mutual funds and ETFs and, when appropriate, individual securities, using a mix of fundamental, technical, cyclical and charting analysis with a generally long‑term focus while allowing rebalancing or shorter‑term trades to meet client needs. VWP frequently employs third‑party model managers and platforms — for example CW Advisor Solutions and Schwab’s Institutional Intelligent Portfolio Service — and conducts ongoing oversight while providing clients with periodic reports and manager disclosures.
The brochure highlights a couple of practices that distinguish VWP from many peers: the firm’s principal holds accounting and financial‑planning credentials and the adviser offers fee‑based tax preparation in addition to advisory services, and the firm may introduce clients to a securities‑based lending program (SyntheticFi) that uses client assets in accounts as collateral for loans, a borrowing arrangement the adviser discloses and oversees. VWP’s reliance on independent managers and explicit provision of third‑party Form ADV materials and performance reporting are further features noted in its disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
Fixed fees for financial planning engagements ranging from $1,500 to $4,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%
$250 per hour for financial planning services.
Account minimum: $250,000 minimum account size to effectively implement the investment process, with a minimum annual fee of $4,000. The minimum may be waived at the sole discretion of the Advisor. Additionally, the Schwab Institutional Intelligent Portfolio Service has a $5,000 minimum account size with a $5,000 minimum to maintain automatic portfolio rebalancing. Minimum fee: Minimum annual investment advisory fee of up to $4,000, payable quarterly. Fee-only: Hourly planning services at $250 per hour; fixed fee planning engagements ranging from $1,500 to $4,000.
Main office location
Vision Wealth Planning, LLC
4860 Cox Road, Suite 200
Glen Allen VA 23060, United States
Number of offices
1
Most active in
Vision Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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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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
Quick links
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