Firm
Vision Capital Partners
Ann Arbor, Michigan
Fee-only
Vision Capital Partners at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 140 individual clients, 43 of them high net worth.
- Its average account is about $441,000 (assets it manages divided by its 382 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | visioncapitalpartners.com |
| Phone | (734) 356-3250 |
Vision Capital Partners fees
Vision Capital Partners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $168 million |
| Individual clients | 97 |
| High-net-worth clients | 43 |
| Accounts managed | 382 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-100364) |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 175147 |