Firm
Vision Wealth Advisors
Lewisburg, Pennsylvania
Fee-only
Facts
| Based in | Lewisburg, Pennsylvania |
|---|---|
| Website | visionwealthadvisor.com |
| Phone | (570) 524-0120 |
Vision Wealth Advisors 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 $10,500 a year |
|---|---|
| Asset-based fee | 0.3% to 1.25% a year |
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee |
In the firm's words
"From $10,500/Year +" source
"From 0.30% - 1.25% of AUM (Assets Under Management)" source
"From 0.30% - 1.25% of AUM (Assets Under Management)" source
"From 0.30% - 1.25% of AUM (Assets Under Management)" 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 | $105 million |
| Individual clients | 173 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 330228 |