Vision Wealth Planning, LLC

Vision Wealth Planning, LLC (CRD# 165456) is a financial advisory firm headquartered in Glen Allen, VA. They manage $52,454,636 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4860 Cox Road, Suite 200, Glen Allen, VA 23060
http://vwplanning.com/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $718,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Vision Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Smith, financial advisor Glen Allen VA
Mark G. Smith
CRD#: 2060446
4860 Cox Road, Suite 200, Glen Allen, VA 23060

Mark Smith (CRD# 2060446) is an Investment Advisor Representative working at Vision Wealth Planning, LLC in Glen Allen, VA and has over 25 years of experience in the finance industry. Mark Smith 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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