Shared Vision Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$333,169,056
Clients
189
Advisors
3
of 3 employees
About
Shared Vision Wealth Group advises a mix of individual and institutional clients, providing discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services. The firm’s ADV lists traditional private clients such as high‑net‑worth and individual investors as well as institutional types including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and plan sponsors.
Portfolios are customized to client objectives and managed using a mix of fundamental analysis, modern portfolio theory, and cyclical analysis with regular rebalancing; investments may include ETFs, mutual funds, individual securities and, where appropriate, option strategies. The ADV also describes the use and risks of options and other derivatives and explains the firm’s practice of engaging sub‑advisors and conducting ongoing manager due diligence and oversight.
What distinguishes Shared Vision among similar small, supported firms is its explicit retirement‑plan capability — including ERISA 3(38) discretionary plan‑level management — and its documented operational capacity to implement derivatives/options strategies and supervise third‑party managers. The brochure also notes complimentary standard financial planning for investment management clients and discretionary authority to hire or terminate sub‑advisors, reflecting a combination of institutional plan services and boutique‑style advisor oversight that is less common in this peer group.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning and consulting services for stand-alone engagements (fee amounts determined per agreement)
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Not specifically stated, but fixed fees for financial planning and consulting services may be negotiated; hourly rate not explicitly given
Account minimum: $500,000 Fee-only: Standard Financial Planning and consulting services are complimentary for clients with investment management services; Full Financial Planning and consulting services are complimentary for clients with more than $1 million under management; Fixed fee financial planning services available for stand-alone engagements (amounts vary by project, fees may be requested upfront, partial retainer or paid in full upon completion).
Main office
Carlsbad CA
Advisors at this office
3
Most active in
Arizona · California · Hawaii · North Carolina · Texas · Virginia · Washington
Also doing business as
Shared Vision Wealth Group · Shared Vision Wealth Group, LLC
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.
Advisors at this firm
Carolina O
CFP®, Series 63, Series 66
Carlsbad, CA
Shared Vision Wealth Group
Carolina Ortiz is a CFP® professional with 21 years of industry experience, currently serving at Shared Vision Wealth Group since 2023. Her prior roles include positions at Northwest Asset Management and USAA, where she worked in various financial planning and investment management capacities. Shared Vision Wealth Group advises both individual and institutional clients, offering customized investment management, financial planning, and retirement-plan advisory services. The firm combines fundamental and cyclical analysis with modern portfolio theory and is noted for its retirement-plan capabilities and use of derivatives and options strategies.
Bradley S
CFP®, Series 66
Carlsbad, CA
Shared Vision Wealth Group
Bradley Sayre is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management and USAA-affiliated firms. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs a diversified investment approach incorporating fundamental analysis, modern portfolio theory, and cyclical analysis, and it offers specialized services including ERISA 3(38) discretionary management and the use of derivatives in managed accounts.
Bryan T
CFP®, Series 63, Series 65
Carlsbad, CA
Shared Vision Wealth Group
Bryan Theall is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Shared Vision Wealth Group and has previously worked at Northwest Asset Management, USAA Investment Management Company, and USAA Financial Planning Services. Shared Vision Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis to construct diversified portfolios, and it offers specialized services including ERISA 3(38) discretionary management for plan sponsors.
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