Vista Advisor Group, LLC

Vista Advisor Group, LLC is a financial advisory firm based in Walnut Creek, CA, established in 2020. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. As a fiduciary, Vista Advisor Group is committed to acting in the best interest of its clients. The firm offers services such as Wrap Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Wrap Comprehensive Portfolio Management, clients can expect individualized investment advice tailored to their objectives. Financial Planning & Consulting services are provided on an hourly or flat fee basis, with fees not exceeding $500 per hour or $75,000 flat fee. Retirement Plan Consulting services are billed as a percentage of Plan assets under management, not exceeding 1.00%. Vista Advisor Group does not charge performance-based fees and does not sell securities for a commission in advisory accounts. The firm uses qualitative analysis and asset allocation strategies to manage client accounts, emphasizing risk management and diversification. Clients have the option to grant investment discretion to the firm, allowing Vista Advisor Group to execute transactions on their behalf. The firm recommends Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as qualified custodians. Clients receive account statements directly from the custodian at least quarterly. Vista Advisor Group does not accept proxy authority to vote client securities and does not provide financial information in the brochure. For more details, clients are encouraged to contact the firm directly.