VISION WEALTH PLANNING, LLC

Overview

Vision Wealth Planning, LLC is an independent registered investment adviser focused on individual and family clients. The firm operates as a capital allocator, combining financial planning with discretionary portfolio management and the selection of third‑party advisers. Its stated fee mix includes percentage of assets under management, hourly charges and fixed fees, which supports both ongoing advisory relationships and project-based engagements. Investment activity is tilted toward equities—both exchange‑traded instruments and separately managed account implementations—while the firm supplements equity exposure with allocations to mutual funds and third‑party alternatives when appropriate. Given the small client roster and concentrated asset base, manager allocation tends to be pragmatic and execution‑oriented: core equity exposure held in liquid, exchange‑traded formats for cost and trading efficiency, with select allocations to real estate and hedge fund managers to add diversification or income. The firm also conducts financial and tax‑aware planning as part of its accountant business activity, which informs portfolio construction and manager selection for individual and small business clients.

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