V
$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2023
- Office Locations
- 1
Office Locations
-- Byron MN
About Vision Financial Planning Llc.
Vision Financial Planning LLC is a Byron, MN retail advisory firm providing comprehensive financial planning, portfolio construction, and risk management, including estate and tax planning and insurance guidance. Investment approach centers on diversified equity exposure complemented by mutual funds/ETFs and fixed income. Custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$24.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RYAN PETER HARVEY
Chief Compliance Officer, Director, Managing Member
- CRD
- #4624999
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,252,944 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,252,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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