Vision Financial Concepts fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees range from $250-$500 per hour depending on the nature and complexity of the services.”

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

How Vision Financial Concepts bills

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

• “Fees charged by Vision Financial Concepts for Investment Management Advisory Services may be negotiable at our sole discretion.”
• “Fees charged by Vision Financial Concepts for Third-Party Advisory Services may be negotiable at our sole discretion.”
• “Fees charged by Vision Financial Concepts for Investment Management Advisory Services may be negotiable at our sole discretion.”

How Vision Financial Concepts’ fees compare

• Its hourly rate of $250-$500 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Athens that publish an hourly rate charge less.

About Vision Financial Concepts

• Principal: Judson D. Mallard
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1997 (29 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.3% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$5,914,560

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

124611

Website

visionfc.com (opens in new tab)

Phone

(706) 613-2474

Other planners in Athens that publish fees

• Clark Brown, LLCAthens$300/hr, $27/mo
• Elevate Wealth Advisory, Inc.Athens$1,500⁠-⁠$10,000
• Elwood & GoetzAthens$250/hr, $350/mo
• Lanier Financial Group LLCAthens$150⁠-⁠$300/hr, $450

Compare all 11 planners in Athens