RIA Intel›Advisers›Minnesota›VISION FINANCIAL PLANNING LLC.

VISION FINANCIAL PLANNING LLC.

Advisory

MN

Data as of Jun 25, 2026 · Source: SEC Form ADV

Average account
$539K
across 45 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

FAIR TRUST FINANCIAL LLC
VADNAIS HEIGHTS, MN
$24M
SIT/KIM INTERNATIONAL INVESTMENT ASSOCIATES, INC.
MINNEAPOLIS, MN
$24M
0.0% 1Y
FIDERE ADVISORS, LLC
MINNETONKA, MN
$25M
NORTH COUNTRY CAPITAL MANAGEMENT LLC
EAGAN, MN
$24M
0.0% 1Y
MONEY MATTERS, INC.
MINNETONKA, MN
$25M
CHRISTENSEN GROUP FINANCIAL, LLC
EDEN PRAIRIE, MN
$25M
0.0% 1Y

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