Vision Wealth Planning, LLC

Vision Wealth Planning, LLC (CRD# 165456) is a financial advisory firm headquartered in Glen Allen, VA. They manage $30,400,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,321,739
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
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.

VA

Financial Advisors at Vision Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark G. Smith
CRD#: 2060446
4860 Cox Road, Suite 200, Glen Allen, VA 23060
103
Wealthminder
score

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.

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