V
VisionX Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$107,666,071
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
226
11% high-net-worth
Advisors
1
of 2 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
226
Very HighAverage account size
$476,399
About
VisionX Wealth Partners serves individuals, retirement plans, trusts, corporations and other entities, providing wealth management, financial planning, and qualified retirement plan advisory services. The firm delivers discretionary portfolio management through a sponsored wrap fee program and also offers standalone financial planning and plan‑sponsor education and enrollment support.
The firm implements portfolios using a blend of analytical techniques — including charting, fundamental, technical, quantitative analysis, and modern portfolio theory — and typically follows institutional asset‑allocation strategies (including SEI portfolio options) through its custodian relationships. Managed accounts may include a broad set of instruments (cash equivalents, bonds, stocks, ETFs, options, variable‑annuity subaccounts and other alternative or derivative securities), and accounts are reviewed at least quarterly for suitability and restrictions.
Compared with peers, VisionX is notable for servicing a high number of client relationships relative to its advisor capacity (more than 200 clients per advisor), sponsoring its own wrap fee program where its advisory representatives act as the program’s portfolio managers, and maintaining an insurance affiliate with licensed insurance activity that is disclosed as a potential conflict of interest. The firm also emphasizes employee education and workshops for retirement plans and reached roughly $110 million in discretionary assets under management within a short operating history.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Qualified Retirement Plan Program flat fee up to $5,000, paid quarterly
Insurance commissions earned by IARs in their separate capacity as insurance agents
Up to $200 an hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum for Qualified Retirement Plan Program fees (may be negotiable) Fee-only: Financial planning fees up to $200/hour, negotiable
Main office location
VisionX Wealth Partners
1625 5 Th Ave South
Fort Dodge IA 50501, United States
Number of offices
1
Most active in
VisionX Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Iowa
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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