Precision Vector Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$569,104
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$81,301
About
Precision Vector Financial is a state-registered advisory firm founded in April 2022 that provides retirement consulting, financial planning, investment management for individuals, 401(k) plan administration for employers, and college-planning services. The firm manages discretionary client accounts and also provides assets-under-advisement services for employer-sponsored and workplace accounts.
The firm follows a strategic asset allocation framework built from index mutual funds and ETFs, supplemented by tactical asset allocation when the advisor deems it appropriate, and implements client-specific Investment Policy Statements to guide discretionary management and semiannual reviews. Portfolios may include individual securities and the firm retains trading discretion for managed accounts while offering periodic account reviews with clients.
Compared with typical solo independent advisors, the firm highlights specialty work with federal employees — the principal holds a ChFEBC designation and offers a retirement-forms consultation service tailored to federal retirement processes — and provides ERISA 3(38)/3(21) fiduciary services for select 401(k) plans. The firm also maintains insurance licensure (with transparent disclosure of commissions), has added a Certified College Funding Specialist service, and operates at a very small scale with a handful of clients and a modest level of assets under management and advisement.
Client services
Portfolio management
Expertise
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Occupation focus
Government Employee
Demographic focus
Retired
Approaching retirement
Fee options
College planning consultation fee of $600 per year, negotiable for select groups
0.9% annually flat fee for all account sizes
Commission-based compensation disclosed and transparent for insurance products sales
Main office location
Precision Vector Financial
Brighton MI, United States
Number of offices
1
Most active in
Precision Vector Financial has reported serving >5 clients in these states in the last 12 months.
Michigan · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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