Precision Vector Financial
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About
Precision Vector Financial is a state-registered advisory firm founded in April 2022 that provides retirement consulting, financial planning, investment management for individuals, 401(k) plan administration for employers, and college-planning services. The firm manages discretionary client accounts and also provides assets-under-advisement services for employer-sponsored and workplace accounts.
The firm follows a strategic asset allocation framework built from index mutual funds and ETFs, supplemented by tactical asset allocation when the advisor deems it appropriate, and implements client-specific Investment Policy Statements to guide discretionary management and semiannual reviews. Portfolios may include individual securities and the firm retains trading discretion for managed accounts while offering periodic account reviews with clients.
Compared with typical solo independent advisors, the firm highlights specialty work with federal employees — the principal holds a ChFEBC designation and offers a retirement-forms consultation service tailored to federal retirement processes — and provides ERISA 3(38)/3(21) fiduciary services for select 401(k) plans. The firm also maintains insurance licensure (with transparent disclosure of commissions), has added a Certified College Funding Specialist service, and operates at a very small scale with a handful of clients and a modest level of assets under management and advisement.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
College planning consultation fee of $600 per year, negotiable for select groups
0.9% annually flat fee for all account sizes
Commission-based compensation disclosed and transparent for insurance products sales
Main office
Brighton MI
Advisors at this office
1
Most active in
Michigan · Ohio · Texas
Also doing business as
Precision Vector Financial · Precision Vector Financial, L.L.C. · Pvf
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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