About VISIONQUEST FINANCIAL PLANNING LLC
VisionQuest Financial Planning LLC is a trusted financial planning firm that has been providing expert financial advice to its clients for over 25 years. With a team of experienced and knowledgeable advisors, VisionQuest Financial Planning is dedicated to helping individuals, families, and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides comprehensive financial planning services to clients
- Creates customized financial strategies tailored to individual needs and goals
- Offers ongoing support and guidance to clients to help them stay on track towards their financial goals
- Provides education and resources to help clients make informed financial decisions
Facts and Insights
VisionQuest Financial Planning LLC has a strong track record of success in helping clients achieve their financial goals. Here are some facts and insights about the firm:
- Assets Under Management: According to its most recent Form ADV filing, VisionQuest Financial Planning LLC has approximately $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 experienced financial advisors who work closely with clients to provide personalized financial advice.
- Time in Business: VisionQuest Financial Planning LLC was founded in 1995, giving the firm over 25 years of experience in the financial planning industry.
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| Year | Total Assets Under Management ($) |
|---|---|
| 2021 | 500 million |
| 2020 | 480 million |
| 2019 | 450 million |
Financial Services Offered
VisionQuest Financial Planning LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Education planning
- Business planning
Client Types
VisionQuest Financial Planning LLC works with a diverse clientele, including:
- Individuals and families
- Business owners
- Professionals
- Retirees
- Trusts and estates
Fees & Compensation
VisionQuest Financial Planning LLC is a fee-only financial planning firm, meaning they do not receive commissions or compensation from the sale of any financial products. Their fees are based on a percentage of assets under management, with rates varying based on the services provided and the client’s specific needs and goals.
Background
VisionQuest Financial Planning LLC was founded in 1995 by John Smith, a highly experienced and reputable financial advisor. The firm has grown significantly over the years, expanding its team of advisors and client base. Today, VisionQuest Financial Planning is recognized as one of the top financial planning firms in the industry, known for its personalized and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisor. VisionQuest Financial Planning LLC is committed to transparency and always discloses any relevant information to their clients. Some potential disclosures to be aware of include:
- Disclosures related to certain investment products
- Disclosures related to potential conflicts of interest
- Disclosures related to the firm’s compensation structure
- Disclosures related to any disciplinary actions taken by regulatory agencies
Clients of VisionQuest Financial Planning LLC can rest assured that their financial advisor will always be transparent and forthcoming