Summit Vision Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and a range of financial planning services to individuals, high‑net‑worth clients, and businesses. Services include ongoing investment advisory relationships, comprehensive and project‑based financial plans, and hourly planning engagements.
Investment approach is primarily passive, using index mutual funds and ETFs to construct asset‑class portfolios, while also incorporating fundamental, technical, cyclical and charting analysis and recommending third‑party managers and model portfolios when appropriate. The firm supports implementation and monitoring of plans over time, and may use outside managers or sub‑advisors that employ model‑based strategies grounded in Modern Portfolio Theory.
What distinguishes the firm from many peers is its regular provision of educational seminars and speaking engagements for organizations and the public, offered as purely educational events rather than individualized advice. The principal also maintains substantial outside business and community roles (including farm management and school coaching) and holds a Dave Ramsey Certified Financial Counselor credential, which informs the firm’s emphasis on business and cash‑flow planning while reflecting a split of time between advisory work and other activities.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fee between $500 - $10,000
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.60%
$150 per hour for financial planning
Comprehensive Financial Planning ongoing fee $100 - $1,000 per month
Minimum fee: Minimum initial fee of $500 for comprehensive and project based financial planning Fee-only: Comprehensive Financial Planning: $500 - $5,000 upfront plus $100 - $1,000 per month ongoing; Project Based Financial Planning: Fixed fee $500 - $10,000; Hourly Financial Planning: $150 per hour
Main office
Rock Port MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Summit Vision Financial · Summit Vision Financial LLC · Summit Vision Financial, 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.
Forms ADV
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