VSM Wealth Advisory, LLC
SEC RegisteredDo You Believe What We Believe?
About the firm
VSM Wealth Advisory, LLC is a fee-only Registered Investment Adviser acting as a fiduciary, providing investment and wealth management solutions to high net worth individuals, family trusts, non-profits, and qualified retirement plans. The firm was established in 1992 to offer unbiased and unprejudiced advice to former brokerage firm clients without the conflicts of interest that exist within the brokerage industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Wealth Management (including retirement planning, portfolio management, tax-efficient investment strategies, budgeting, charitable giving, insurance analysis, college savings plan consulting, long term care analysis, legacy planning, and trust services); 401(k) & Retirement Plan Consulting (acting as a 3(38) fiduciary, providing fiduciary oversight, independent investment advice, participant enrollment and education, and low cost investment options); and Institutional Investment Consulting for non-profits, endowments, and corporate investment accounts.
Who they serve
High net worth individuals, family trusts, non-profits, and qualified retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 176 | $113M |
| High Net Worth Individuals | 433 | $514M |
| Charitable Organizations | 4 | $51M |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 30, 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. VSM Wealth Advisory, LLC 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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