Visionary Planning & Investment, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287739
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals73.22%
- HNWI26.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Visionary Planning & Investment, LLC is an independent, individual-owned registered investment adviser organized as a limited liability company. The firm works primarily with individual and family clients and bills advisory fees as a percentage of assets under management. Its advisory offerings center on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm identifies itself as a capital allocator, indicating use of external managers or funds as part of its investment program.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents20%
- Exchange Traded Equities3%
Contacts
1 of 1
Chris Landry
President, CCOCRD 3074656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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