Firm
Vista Investment Partners
Richmond, Indiana
Fee-only
Vista Investment Partners at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 12 employees and 491 individual clients, 94 of them high net worth.
- Its average account is about $248,000 (assets it manages divided by its 1,548 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Richmond, Indiana |
|---|---|
| Website | vistainvestment.net |
| Phone | (765) 962-5153 |
Vista Investment Partners fees
Vista Investment 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 · Fixed fees |
|---|---|
| Assets managed | $383 million |
| Individual clients | 397 |
| High-net-worth clients | 94 |
| Accounts managed | 1,548 |
| Employees | 12 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128904) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 327983 |