Fee-only adviser · Glen Allen, VA
Vision Wealth Planning, LLC
Vision Wealth Planning, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Glen Allen, Virginia. On its latest Form ADV, filed February 12, 2026, it reports $66M in regulatory assets under management, 25 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: Virginia |
|---|---|
| Firm CRD number | 165456 |
| Office | 4860 Cox Road Suite 200 Glen Allen, VA 23060 |
| Phone | (804) 368-0854 |
| Website | vwplanning.com |
| Regulatory assets under management | $66M |
| Individual clients | 9 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 12, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Glen Allen
- The Main Street Group $515M
- Steelhead Wealth Management $342M
- Yes Life Financial $21M
- BDC Capital Management, Inc. $103M
- Kinloch Capital, LLC $301M
- Freedom Capital Management $13M
See all 10 fee-only advisers in Glen Allen →
Nearby
- Henrico 4 firms
- Richmond 43 firms
- Mechanicsville 1 firm
- Midlothian 3 firms
- Chesterfield 1 firm
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