Vision Wealth Planning, LLC
Vision Wealth Planning, LLC (CRD# 165456) is a financial advisory firm headquartered in Glen Allen, VA. They manage $28,718,866 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$428,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.