# Vector Financial Solutions, Inc.

> Vector Financial Solutions, Inc. is a state-registered investment advisory firm in Escondido, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 291895
- Filed as: VECTOR FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Escondido, CA
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291895
- AdvisorCensus page: https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895

## Quick answers

**How is Vector Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vector Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vector Financial Solutions, Inc. located?**
Vector Financial Solutions, Inc.'s principal office is in Escondido, CA, according to its Form ADV.

**Is Vector Financial Solutions, Inc. registered with the SEC or a state?**
Vector Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 291895.

**How much does Vector Financial Solutions, Inc. manage?**
Vector Financial Solutions, Inc. reports $65,683,763 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (90% discretionary).

**What types of clients does Vector Financial Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (24); other investment advisers (11).

**Does Vector Financial Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291895

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $65,683,763
- Discretionary: $58,924,184
- Non-discretionary: $6,759,579

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $15,756,375 |
| High net worth individuals | 24 | $48,576,428 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 1 | $255,695 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 11 | $1,052,723 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $42,542 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vectorfinancialsolutionsinc.com](https://vectorfinancialsolutionsinc.com)
- Facebook @VectorFinancialSolutionsInc
- LinkedIn @david-wilson-06137711

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vector Financial Solutions, Inc. (CRD 291895): Form ADV filing data as of October 2026.