Shared Vision Wealth Group

Overview

Shared Vision Wealth Group was established in 2022 and operates as an independent Registered Investment Advisor from Carlsbad, California. The firm positions itself around a fee-only compensation model, meaning it collects neither commissions nor third-party incentives on financial products. Its stated clientele consists of successful households and business owners seeking integrated planning. The firm's service architecture combines financial planning, portfolio management, tax planning, and estate planning guidance. It runs an open-architecture platform, giving advisors flexibility in selecting investments. The portfolio mandate calls for globally diversified exposure tailored to individual goals. No specific portfolio companies, fund commitments, or deal-level activity are publicly disclosed, and no named investment team members are listed on the firm's materials. The team includes CERTIFIED FINANCIAL PLANNER™ professionals, with the firm emphasizing its fiduciary obligation to act in the client's best interest. No data on total assets under advisement, professional headcount, or office locations beyond Carlsbad appear in the public domain (per firm website, 2026). The firm has not disclosed any philanthropic vehicles, club memberships, or adjacent operating businesses. What distinguishes Shared Vision Wealth Group structurally is its deliberate simplicity: an independent, fee-only RIA founded in the post-pandemic wealth-advisory wave, built entirely on open architecture and fiduciary status. The absence of commissioned products, proprietary funds, or legacy institutional constraints marks it as a pure-play planning firm, a category expansion of the traditional wirehouse breakaway model but launched de novo rather than as a spinout. SHARED VISION WEALTH GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-03, it reported 3 employees; 622 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.