Vision Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vision Wealth Advisors is an independent, single-advisor SEC-registered investment adviser managing roughly $104.6 million for about 200 clients. The firm provides investment management, both project-based and ongoing financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses.
The firm develops individualized investment policies and implements asset allocation using a blend of passive and active strategies, with discretionary authority for managed accounts. VWA may use Outside Managers and model-based portfolios (including access to Schwab’s Model Market Center) and conducts regular account reviews to monitor alignment with client objectives and risk tolerance.
Distinctive features include providing retirement plan consulting to employer plan sponsors and acting in an ERISA fiduciary capacity, a service offering that is relatively uncommon for solo independent advisers. The firm also combines access to multiple custodial platforms and institutional tools (Altruist, Schwab, LPL) with both ongoing and project-based planning engagements.
Client services
Expertise
Occupation focus
Fee options
Ongoing Financial Planning initial fee up to $10,000; recurring fixed fee from $800 to $7,500 (monthly or quarterly), negotiable. Initial fee may be waived for clients with $500,000+ assets under management
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
$350 per hour for Project-Based Financial Planning; fees are negotiable
Recurring fixed fee for Ongoing Financial Planning: $800 to $7,500 monthly or quarterly, negotiable
Main office
57 Reitz Blvd, Suite 200
Lewisburg PA 17837
Advisors at this office
1
Most active in
Pennsylvania · Texas
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.
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