Fee-only adviser · Athens, GA
Vision Financial Concepts
Vision Financial Concepts is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Athens, Georgia. On its latest Form ADV, filed March 11, 2026, it reports $5.9M in regulatory assets under management, 45 individual clients and 1 employee who gives 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 | State-registered: Georgia |
|---|---|
| Firm CRD number | 124611 |
| Office | 855 Sunset DR Ste 7 Athens, GA 30606 |
| Phone | (706) 613-2474 |
| Website | www.visionfc.com |
| Regulatory assets under management | $5.9M ($1.8M discretionary) |
| Individual clients | 37 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 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 Athens
- Carson Advisory Group $865M
- Elwood & Goetz $1.1B
- Elevate Wealth Advisory, Inc. $386M
- Fully Financial $111M
- Langley Wealth Management $31M
- Family WMS, LLC $572M
See all 8 fee-only advisers in Athens →
Nearby
- Watkinsville 4 firms
- Winder 1 firm
- Social Circle 1 firm
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