# Judson Mallard

> Judson Mallard is a fee-only financial advisor at Vision Financial Concepts in Athens, Georgia, who holds the CFP and ChFC credentials. Vision Financial Concepts reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/judson-mallard/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vision Financial Concepts
- **Based in:** Athens, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.9M across 72 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 2066913 (https://adviserinfo.sec.gov/individual/summary/2066913)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1990), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.visionfc.com

## Frequently asked questions

### Is Judson Mallard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Judson holds no broker registration, and Vision Financial Concepts reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Judson charge for financial advice?

Judson's firm, Vision Financial Concepts, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Judson Mallard based?

Judson Mallard is based in Athens, Georgia.

### What credentials does Judson Mallard hold?

Judson Mallard holds the CFP and ChFC credentials.

### Is Judson Mallard registered with the SEC?

Yes. Judson Mallard is registered as an investment adviser representative in GA (CRD 2066913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vision Financial Concepts manage?

Vision Financial Concepts reports $5.9M across 72 accounts in assets under management.

### How do I contact Judson Mallard?

Through Judson's website, www.visionfc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2066913): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.