Firm
Vision Retirement
Ridgewood, New Jersey
Fee-only
Vision Retirement at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 13 employees and 1,106 individual clients, 451 of them high net worth.
- Its average account is about $323,000 (assets it manages divided by its 1,965 accounts).
- Its ongoing planning fee starts at $895 a year, below the New Jersey median of $7,450.
- Its hourly rate of $295 is in line with the New Jersey median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Ridgewood, New Jersey |
|---|---|
| Website | visionretirement.com |
| Phone | (201) 447-2212 |
Vision Retirement fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $895 a year |
|---|---|
| Hourly | $295 an hour |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"VR Circle Membership Starting at $895/year" source
"Hourly Consulting Address a specific challenge $295 per hour, no minimum" source
"Ongoing CFP® guidance on a flat annual fee" source
"Hourly Consulting Address a specific challenge $295 per hour, no minimum" source
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 | $634 million |
| Individual clients | 655 |
| High-net-worth clients | 451 |
| Accounts managed | 1,965 |
| Employees | 13 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-126524) |
| Financial planning | Offered |
| Form ADV filed | June 18, 2026 |
| SEC record | CRD 173064 |