Sky Vision Wealth Management

Sky Vision Wealth Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 82 individual clients, 12 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 91 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Sky Vision Wealth Management fees

Sky Vision Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Bing Cao

• Kana Liu

Other fee-only firms in Irvine

• Solomon and Associates
• Syzygy Financial
• Tangent Retirement
• Tempus Wealth Planning
• Three Arch Wealth Management
• Ultra Advisory Group
• Ascend Financial Advisers
• Bluepoint Wealth Advisors

Fee-only advisors in California