Vision Tech Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vision Tech Financial Advisors (Vision Tech Group LLC) serves individual clients and manages roughly $27.8 million in discretionary assets across about 78 client relationships. The firm provides discretionary asset management and financial planning/consulting services and states it does not impose a minimum account size.
Investment decisions are built around documented client profiles that record goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical and charting analysis. VTG may employ a range of strategies — including long- and short-term positions, options trading, derivatives and investments in REITs — operates with discretionary trading authority, and conducts quarterly account reviews with written statements and performance reporting.
The firm is a solo practice led by an owner with a long corporate technology leadership background (former HP executive) and a degree in computer information systems, a profile that is atypical for comparable independent advisors and is described alongside the firm’s use of Schwab institutional services. The brochure also notes financial plans may be completed at no additional cost as part of recommendations and that VTG does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $750,000: 1.00% annually $750,000.01 - $1,500,000: 0.75% annually $1,500,000.01 - $5,000,000: 0.50% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.25% annually
$200/hour for financial planning
Fee-only: $200 per hour for financial planning
Main office
Pinehurst TX
Advisors at this office
1
Most active in
Louisiana · Oklahoma · Texas
Also doing business as
Vision Tech Financial Advisors · Vision Tech 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.
Forms ADV
Quick links
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