Craig Gonn
Vision Financial Services · Grafton, Wisconsin
Craig Gonn is a fee-only financial advisor at Vision Financial Services in Grafton, Wisconsin. Vision Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vision Financial Services |
|---|---|
| Based in | Grafton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.4M across 425 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 2210754 |
| Exams passed | Series 63 (1992) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.vfs1.com |
How Craig's firm compares
- Vision Financial Services's average account is about $81,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Craig
Is Craig Gonn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Vision Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Vision Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Gonn based?
Craig Gonn is based in Grafton, Wisconsin.
Is Craig Gonn registered with the SEC?
Yes. Craig Gonn is registered as an investment adviser representative in TX and WI (CRD 2210754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Vision Financial Services manage?
Vision Financial Services reports $34.4M across 425 accounts in assets under management.
How do I contact Craig Gonn?
Through Craig's website, www.vfs1.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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