INVISOR
SEC RegisteredPLAN FOR SUCCESS.
About the firm
Invisor offers personal wealth management and company retirement plans. Their financial planners and advisors are fiduciaries, required to put client interests first. Invisor believes small and mid-sized businesses are often neglected by 401(k) plan providers and aims to address that gap.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal wealth management, financial planning, and company 401(k) retirement plans for small and mid-sized businesses.
Who they serve
Individuals seeking personal wealth management and small to mid-sized businesses seeking company retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 163 | $25M |
| High Net Worth Individuals | 59 | $31M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 39 | $139M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management $0-$100,000 | 1.50% |
| Wealth Management $100,001-$500,000 | 1.15% |
| Wealth Management $500,001-$1,000,000 | 0.80% |
| Wealth Management $1,000,001-$2,000,000 | 0.70% |
| Wealth Management $2,000,001-$10,000,000 | 0.60% |
| Wealth Management $10,000,001+ | 0.00% |
| Investment Management Only $0-$100,000 | 1.20% |
| Investment Management Only $100,001-$500,000 | 0.85% |
| Investment Management Only $500,001-$1,000,000 | 0.70% |
| Investment Management Only $1,000,001-$2,000,000 | 0.60% |
| Investment Management Only $2,000,001-$10,000,000 | 0.50% |
| Investment Management Only $10,000,001+ | 0.00% |
| Investment Management Only - Wealth Launch (flat) | 0.65% |
Data as of February 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INVISOR has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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