Vision Financial Planning (VFP) manages investment portfolios and incorporates financial planning to help clients understand their financial goals. VFP requires discretionary trading authority. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$17M
Clients8
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Vision Financial Planning charges a flat quarterly retainer based on your net worth:
- Under $1,000,000 — $1,000 per quarter ($4,000 per year)
- Over $1,000,000 — $1,500 per quarter ($6,000 per year)
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