Vision Capital Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees range from $100 to $300.”

Flat or project fee

$3,000⁠-⁠$25,000

“Fixed fees range from $3,000 to $25,000.”

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

How Vision Capital Partners bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”

How Vision Capital Partners’ fees compare

• Its hourly rate of $100-$300 spans the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$25,000 spans the Michigan median of $3,250. 96% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 10 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Vision Capital Partners

• Firm size: 4 employees.
• Founded: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.75% a year

Clients

140

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$168,286,770

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175147

Website

facebook.com/VisionCapitalPartnersInc (opens in new tab)

Phone

(734) 356-3250

Can advise clients in 4 states: Florida, Indiana, Michigan, Ohio

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Arbor Trust Wealth Advisors, LLCAnn Arbor$200⁠-⁠$400/hr, $2,500⁠-⁠$5,000
• Boardwalk Wealth ManagementAnn Arbor$1,000⁠-⁠$3,000, $200⁠-⁠$2,500/qtr
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo

Compare all 21 planners in Ann Arbor