Fee-only adviser · Lubbock, TX
Vision Wealth Advisors LLC
Vision Wealth Advisors LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Lubbock, Texas. On its latest Form ADV, filed March 30, 2026, it reports $12M in regulatory assets under management, 203 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: Texas |
|---|---|
| Firm CRD number | 158589 |
| Office | 11912 Slide RD. Suite B Lubbock, TX 79424 |
| Phone | (806) 553-2800 |
| Website | www.visionwealthadvisors.com |
| Regulatory assets under management | $12M |
| Individual clients | 203 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Lubbock
- Amicus Financial Advisors, LLC $551M
- Bonner & Smith, LLC $315M
- McDonald Capital Management $358M
- Alpha Capital LLC $68M
- High Plains Investment Advisors, Inc. $191M
- Open Door Financial Advisors $15M
See all 9 fee-only advisers in Lubbock →
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vision Wealth Advisors LLC? Update this listing.