Fee-only adviser · Ann Arbor, MI
Vision Capital Partners
Vision Capital Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ann Arbor, Michigan. On its latest Form ADV, filed September 18, 2026, it reports $168M in regulatory assets under management, 140 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 175147 · SEC file 801-100364 |
| Office | 2211 Old Earhart RD. Suite 155 Ann Arbor, MI 48105 |
| Phone | (734) 356-3250 |
| Website | www.visioncapitalpartners.com |
| Regulatory assets under management | $168M |
| Individual clients | 97 non-high-net-worth, 43 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ann Arbor
- Retirement Income Solutions, Inc. $3.0B
- Arbor Trust Wealth Advisors, LLC $611M
- Columbia Asset Management, L.L.C. $1.2B
- Darden Wealth Group $380M
- Arborfi Advisors, LLC $148M
- Sage Hill Capital $214M
See all 20 fee-only advisers in Ann Arbor →
Nearby
- Ypsilanti 1 firm
- Saline 1 firm
- Plymouth 7 firms
- Dexter 2 firms
- Canton 1 firm
- South Lyon 1 firm
- Northville 5 firms
- Chelsea 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vision Capital Partners? Update this listing.