Vision Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly engagements are at a rate of $250 per hour.”

Flat or project fee

$1,500⁠-⁠$4,000

“Fixed fee engagements range from $1,500 to $4,000.”

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

How Vision Wealth Planning, LLC 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.”
• “The Advisor requires a minimum annual investment advisory fee of up to $4,000, payable quarterly.”
• “The investment advisory fees in the first quarter of service is prorated from the inception date of each account to the end of the first quarter.”

How Vision Wealth Planning, LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 4 other planners in Glen Allen that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$4,000 is below the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Glen Allen that publish a flat or project fee charge less.

About Vision Wealth Planning, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Registered as an adviser: 2012 (14 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

1% a year

Clients

25

Employees

2

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

$66,238,605

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165456

Website

vwplanning.com (opens in new tab)

Phone

(804) 368-0854

Other planners in Glen Allen that publish fees

• BDC Capital Management, Inc.Glen Allen$250/hr
• Fatfire FinancialGlen Allen$250/hr, $1,000
• Kinloch Capital, LLCGlen Allen$250/hr
• Kotini Capital Advisors LLCGlen Allen$300/hr, $2,000⁠-⁠$5,000
• The Main Street GroupGlen Allen$500⁠-⁠$5,000
• Yes Life FinancialGlen Allen$25⁠-⁠$250/mo

Compare all 12 planners in Glen Allen