# Vision Financial Planning LLC.

> Vision Financial Planning LLC. is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 325560
- Filed as: VISION FINANCIAL PLANNING LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325560
- AdvisorCensus page: https://advisorcensus.com/firm/vision-financial-planning-llc-325560

## Quick answers

**How is Vision Financial Planning LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Financial Planning LLC. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Vision Financial Planning LLC. registered with the SEC or a state?**
Vision Financial Planning LLC. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325560.

**How much does Vision Financial Planning LLC. manage?**
Vision Financial Planning LLC. reports $24,252,944 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Vision Financial Planning LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12).

**Does Vision Financial Planning LLC. 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/325560

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $24,252,944
- Discretionary: $24,252,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 12 | $24,252,944 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionfinplan.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Financial Planning LLC. (CRD 325560): Form ADV filing data as of October 2026.