# Justin Buttrick

> Justin Buttrick is a fee-only financial advisor at Vision Wealth Advisors in Lewisburg, Pennsylvania, who holds the CFP credential. Justin charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (ongoing planning from $10,500 a year and 0.3%–1.25% a year of assets managed) and focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/justin-buttrick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Vision Wealth Advisors
- **Based in:** Lewisburg, Pennsylvania
- **Fee model:** Flat fee or retainer; Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,500 a year; 0.3%–1.25% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.6M across 472 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Small business owners, Flat-fee planning
- **Works with:** Pre-retirees
- **CRD:** 5625453 (https://adviserinfo.sec.gov/individual/summary/5625453)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.visionwealthadvisor.com/

## Frequently asked questions

### Is Justin Buttrick a fee-only financial advisor?

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

### How does Justin charge for financial advice?

Justin charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.

### How much does Justin charge?

According to Vision Wealth Advisors's website, checked October 30, 2026: ongoing planning from $10,500 a year; 0.3%–1.25% a year of assets managed.

### Does Justin work with clients virtually?

Yes. Vision Wealth Advisors says on its website that it works with clients remotely.

### Where is Justin Buttrick based?

Justin Buttrick is based in Lewisburg, Pennsylvania.

### What does Justin specialize in?

Justin's specialties include retirement planning, tax planning, small business owners and flat-fee planning. Justin works with pre-retirees.

### What credentials does Justin Buttrick hold?

Justin Buttrick holds the CFP credential.

### Is Justin Buttrick registered with the SEC?

Yes. Justin Buttrick is registered as an investment adviser representative in PA and TX (CRD 5625453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vision Wealth Advisors manage?

Vision Wealth Advisors reports $104.6M across 472 accounts in assets under management.

### How do I contact Justin Buttrick?

Through Justin's website, www.visionwealthadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5625453): 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
- The firm's website (https://visionwealthadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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