VISTA ADVISOR GROUP, LLC

2950 Buskirk Avenue
Suite 350
Walnut Creek, California 94597
Tel: 925-476-4646

About VISTA ADVISOR GROUP, LLC

VISTA ADVISOR GROUP, LLC, formally registered with the SEC as VISTA ADVISOR GROUP, LLC. The firm was established in 09/14/2020. They have over 1 offices throughout the country.

VISTA ADVISOR GROUP, LLC is a Walnut Creek, California based Financial Planning firm with nearly $257,743,640 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307268
SEC#	801-119453
Assets Managed by Firm	$257,743,640
No. of Clients	639
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	639	$257,743,640
Individuals (other than high net worth individuals)	577	$129,168,966
High net worth individuals	60	$124,537,390
Pension and profit sharing plans	2	$4,037,284

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