# Lorri Jefferson

> Lorri Jefferson is a fee-only financial advisor at Vision Tech Group in Pinehurst, Texas. Lorri focuses on retirement planning and tax planning. Vision Tech Group reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Vision Tech Group
- **Based in:** Pinehurst, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $27.8M across 170 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7303596 (https://adviserinfo.sec.gov/individual/summary/7303596)
- **SEC registration:** Investment adviser representative in LA, OK, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.vision-tech-group.com

## Frequently asked questions

### Is Lorri Jefferson a fee-only financial advisor?

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

### How does Lorri charge for financial advice?

Lorri's firm, Vision Tech Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Lorri Jefferson based?

Lorri Jefferson is based in Pinehurst, Texas.

### What does Lorri specialize in?

Lorri's specialties include retirement planning and tax planning.

### Is Lorri Jefferson registered with the SEC?

Yes. Lorri Jefferson is registered as an investment adviser representative in LA, OK and TX (CRD 7303596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vision Tech Group manage?

Vision Tech Group reports $27.8M across 170 accounts in assets under management.

### How do I contact Lorri Jefferson?

Through Lorri's website, www.vision-tech-group.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7303596): 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://vision-tech-group.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.