Vision Financial Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$5,000

“The minimum fixed fee is generally $750, and the maximum fixed fee is generally no more than $5,000.”

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

How Vision Financial Management, LLC bills

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

• “The annual fee is divided and paid quarterly in advance through a direct debit to your account.”
• “Fees for accounts opened at any time other than the beginning of a quarter are prorated based on the number of days remaining in the initial quarter.”
• “If services are terminated within five business days of executing the agreement, services are terminated without penalty and a full refund of all fees paid in advance is provided.”

How Vision Financial Management, LLC’s fees compare

• Its flat or project fee of $750-$5,000 spans the Ohio median of $3,250. 42% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Vision Financial Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

2.5% a year

Clients

449

Employees

5

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

$165,662,012

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170003

Website

linkedin.com/in/robwinston (opens in new tab)

Phone

(330) 929-9900

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

Other planners in Cuyahoga Falls that publish fees

• DBK Financial Counsel, LLCCuyahoga Falls$295/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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