Global Vision Financial Services fees and pricing

Financial planner in Sarasota, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 22, 2026, Global Vision Financial Services charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Fees for Financial Plans are at the flat rate of $150.00 per hour.”

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

“Half the fee is payable upon signing the Agreement and the balance upon delivery of the written plan.”
“For fee-based program, the fee will be payable quarterly in arrears.”
“An invoice for quarterly advisory fees is mailed to the client along with their Adviser statement.”

Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 14 other planners in Sarasota that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2019 (7 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 37
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
Assets managed: $81,495,939
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 304372
Phone: (941) 346-3446

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.