Vector Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,183,856
Clients
21
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
21
TypicalAverage account size
$913,517
About
Vector Financial Services, LLC is a small, state-registered independent advisory firm that works with individuals, businesses, charities, and small pension clients. Its service mix includes financial planning, discretionary portfolio management, Social Security planning consultations, single-subject financial consulting, and employer‑sponsored retirement plan consulting.
The firm typically provides discretionary portfolio management tailored to a client’s objectives and may require or prefer completion of a financial plan before managing assets (the firm reserves the right to waive that requirement). Investment advice is delivered through model portfolios using ETFs, mutual funds, stocks and bonds, informed by fundamental analysis and Modern Portfolio Theory, with accounts reviewed at least annually.
Distinctive aspects disclosed in the brochure include a licensed insurance agent relationship through the firm’s principal, and that the firm may receive commissions from insurance product sales, a potential conflict that is disclosed to clients. The firm also highlights specialized Social Security claiming analyses using dedicated software, offers participant education seminars and ongoing pension/plan consulting for sponsors and participants, and relies on a third‑party operations and investing platform (RedBlack Advisers) for mid‑ and back‑office support and trade implementation.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Blog/podcast
Expertise
Social Security optimization
General retirement planning
Cash flow / budgeting
Fee options
One-time fixed fees for financial plans: $250 for households under $50,000 income, $400 for $50,000-$99,999, $550 for $100,000 and up.
$0 - $250,000: 2% $250,001 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.75%
$250 per hour for single-subject financial planning/general consulting services (negotiable).
Fee-only: Financial planning fixed fees ranging from $250 to $550; ongoing financial planning fee $1,200 annually; hourly consulting fee $250/hour; employer-sponsored retirement plan consulting fees 0.50% to 1.00% of plan assets; participant consulting fees 0.50% to 1.00% of assets.
Main office location
Vector Financial Services, LLC
602 S. Huntington St.
Syracuse IN 46567, United States
Number of offices
1
Most active in
Vector Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
-
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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