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Fidelon

Vishria Bird Financial Group is a investment adviser based in Memphis, TN, that has not yet been scored. Score based on public SEC and FINRA filings.

Not currently
registered

Vishria Bird Financial Group

A fee-only investment adviser with a clean regulatory record and fiduciary commitment.

1053 W Rex Road, Suite 102, Memphis, TN, 38119
901-216-1600Website
Investment AdviserFiduciary
Prep Kit

No longer registered

This firm withdrew its registration on December 23, 2025. It is now part of Mercer Global Advisors Inc.. We don't score firms that are no longer registered.

The firm’s regulatory record stays available below. A firm can stop being registered for many ordinary reasons, including closing, merging, or the owner retiring.

Fidelon Fact Sheet

Vishria Bird Financial Group, LLC holds client money, a fact it reports on its Form ADV. The firm is an investment adviser in Memphis, Tennessee that manages investment portfolios and helps clients plan for retirement and insurance needs. It charges asset-based fees and fixed fees, with no commission income. The firm has a clean regulatory record with zero complaints or fines on file.

How they're paidNo advisory commissions. Other business lines not on file.
Asset-based · fixed fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 1,243 client accounts.
$599.7M
Firm size
Not reported
Who holds your moneyThe firm or a related party can hold or access client funds.
Custody disclosed
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Sep 2025

Key Findings

Strengths

  • Fee-only compensation — no commission income reported
  • Registered as investment adviser with fiduciary obligation
  • No broker-dealer registration — advisory services only
  • Clean regulatory record — no disclosures, arbitrations, or fines
  • Transparent fee structure — charges advisory fees, no commissions

Conflict Audit

Conflict AuditClear

Zero material conflicts identified in regulatory filings.

✓
Not registered as broker-dealer
✓
No commission-based compensation
✓
No outside compensation sources
✓
No related-party custodian
✓
No performance-based fees
✓
No other business lines disclosed

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“Our incentive is to increase the value of your account over time, which will increase our fees over time.”
“VBFG’s revenue is from the advisory fees we collect from your accounts each month, financial planning fees collected annually, as well as investment management fees from managing annuity products.”

Source: the firm’s own Form CRS, filed 2025-02-14 — quoted directly

Regulatory Events

Advisor Roster

Meeting Prep Kit for Vishria Bird Financial Group

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✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Apr 2025SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.9 · CRD #291979