Firm
Vision Capital Management
Portland, Oregon
Fee-only
Vision Capital Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 9 advisors are listed here; 5 of 9 hold the CFP.
- Its Form ADV reports 13 employees and 1,755 individual clients, 1,119 of them high net worth.
- Its average account is about $683,000 (assets it manages divided by its 1,800 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | vcmi.net |
| Phone | (503) 221-5656 |
Vision Capital Management fees
Vision Capital 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 636 |
| High-net-worth clients | 1,119 |
| Accounts managed | 1,800 |
| Employees | 13 |
| Planning clients | 0 |
| Registered with | The SEC (801-56669) |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 107793 |