Financial Vision LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$12,000/yr

“Minimum annual retainer fee of $12,000; this amount may be reduced in specific instances based on complexity of services requested.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Vision LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Retainer fees are billed monthly in arrears.”
• “All clients receive an invoice or receipt of payment.”

How Financial Vision LLC’s fees compare

• Its annual fee of $12,000 is above the California median of $6,250. 74% of the 224 other California planners that publish an annual fee charge less.

About Financial Vision LLC

• Firm size: 2 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Clients

28

Employees

2

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$81,989,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123659

Phone

(805) 899-1245

Other planners in Goleta that publish fees

• Open Path FinancialGoleta$425/hr
• The Goodland GroupGoleta$250/hr, $1,750⁠-⁠$2,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 3 planners in Goleta