Nvision Wealth Group, LLC is a large advisory firm based in Overland Park. It manages $282 million of regulatory assets for 2,930 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, Arkansas, California, and 11 other states.
Nvision Wealth Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nvision Wealth Group, LLC is $282 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nvision Wealth Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Nvision Wealth Group, LLC performs its advisory services is located at 9200 Indian Creek Parkway, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Augusta, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (913) 956-4000. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at nvision-wealth.com.