Financial Vision LLC

Financial Vision LLC (CRD# 123659) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $24,600,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $223,636
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Vision LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua S. Yager
CRD#: 2638956
115 E Micheltorena Street, Ste 100, Santa Barbara, CA 93101
96
Wealthminder
score

Joshua Yager (CRD# 2638956) is an Investment Advisor Representative working at Financial Vision LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry. Joshua Yager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan D. Wolfshorndl
CRD#: 5950446
115 E Micheltorena Street, Ste 100, Santa Barbara, CA 93101
90
Wealthminder
score

Ryan Wolfshorndl (CRD# 5950446) is an Investment Advisor Representative working at Financial Vision LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Ryan Wolfshorndl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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