Vision Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$10,000

“Ongoing Financial Planning VWA collects an initial fee, no greater than $10,000.”

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

How Vision Wealth Advisors, LLC bills

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

• “Investment Management Services Investment management fees are based on a percentage of assets under management and can be negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly or quarterly in advance, ranging from $800 to $7,500.”

How Vision Wealth Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Pennsylvania median of $3,650. 81% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lewisburg that publish a flat or project fee charge less.

About Vision Wealth Advisors, LLC

• Principal: Justin Buttrick
• Firm size: 2 employees.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

201

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$104,568,152

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330228

Website

youtube.com/@visionwealthadvisors2023/videos (opens in new tab)

Phone

(570) 524-0120

Other planners in Lewisburg that publish fees

• Granite Financial Advisors, Inc.Lewisburg$300
• Omniwealth Investments LLCLewisburg$1,000⁠-⁠$10,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 5 planners in Lewisburg