Judson Mallard
Vision Financial Concepts · Athens, Georgia
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.
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Facts
| Firm | Vision Financial Concepts |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.9M across 72 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA · CRD 2066913 |
| Exams passed | Series 63 (1990) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.visionfc.com |
| Profile |
How Judson's firm compares
- Vision Financial Concepts's average account is about $82,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Judson
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.
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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