Lorri Jefferson
Vision Tech Group · Pinehurst, Texas
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.
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Specialties
Facts
| Firm | Vision Tech Group |
|---|---|
| Based in | Pinehurst, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $27.8M across 170 accounts |
| SEC registration | Investment adviser representative in LA, OK, TX · CRD 7303596 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vision-tech-group.com |
How Lorri's firm compares
- Vision Tech Group's average account is about $163,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Lorri
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
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
- Vision Tech Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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