V
VisionX Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,475,390
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
277
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
277
Average account size
$232,763
About
VisionX Wealth Partners is an independent registered investment adviser that provides wealth management, financial planning, and qualified retirement-plan advisory services to individuals as well as corporate and plan sponsor clients. The firm offers discretionary portfolio management through a sponsored wrap fee program and provides employee education and enrollment support for retirement plans.
The firm’s advisory process begins with an investor profile questionnaire and implements client-directed asset allocations using limited discretionary trading authority. Investment methods include modern portfolio theory alongside fundamental, technical, cyclical and quantitative analysis, and strategies are implemented across mutual funds, ETFs, individual securities, variable annuity sub-accounts and options.
VisionX is unusual for a solo independent adviser in the size and scope of its practice: it manages over $64 million in discretionary assets while serving a relatively large client roster for a single-advisor firm and sponsors its own wrap fee program. The firm also maintains an affiliation with an insurance entity, accepts corporate and pension/profit-sharing plan clients, and provides employee education—features that are less common among similarly structured independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Up to $200 an hour for financial planning services
Account minimum: $100,000
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
VisionX Wealth Partners
31 South 21 St Street
Fort Dodge IA 50501, United States
Number of offices
1
Forms ADV
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