# Vision Financial Services LLC

> Vision Financial Services LLC is a state-registered investment advisory firm in Grafton, WI, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 129462
- Filed as: VISION FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grafton, WI
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129462
- AdvisorCensus page: https://advisorcensus.com/firm/vision-financial-services-llc-grafton-wi-129462

## Quick answers

**How is Vision Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Financial Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vision Financial Services LLC located?**
Vision Financial Services LLC's principal office is in Grafton, WI, according to its Form ADV.

**Is Vision Financial Services LLC registered with the SEC or a state?**
Vision Financial Services LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129462.

**How much does Vision Financial Services LLC manage?**
Vision Financial Services LLC reports $34,428,872 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (0% discretionary).

**What types of clients does Vision Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (13).

**Does Vision Financial Services 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/129462

## 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: $34,428,872
- Discretionary: $0
- Non-discretionary: $34,428,872

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $18,518,725 |
| High net worth individuals | 13 | $15,910,147 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vfs1.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Financial Services LLC (CRD 129462): Form ADV filing data as of October 2026.