Visionary Wealth Planners LLC
Firm details
- Headquarters
- ,
- CRD number
- 318224
- Website
- visionarywealth.org
- Custodians
- CHARLES SCHWAB & CO., INC., INVESCO FUNDS, CAPITAL BANK AND TRUST COMPANY, ADVISOR TRUST, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Visionary Wealth Planners LLC is a small, independent registered investment adviser structured as an LLC and controlled by an individual owner. The firm focuses on serving individual and family clients with a fee model that mixes AUM-based fees and fixed fees. Its core services are financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, and the selection of third-party advisers when needed. The firm is not positioned as an ESG-driven investor and operates from a single state rather than as a multi-state adviser. It maintains an industry affiliation with an insurance company and acts as a capital allocator, directing client capital into third-party alternative managers when appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds90%
- Exchange Traded Equities10%
Contacts
1 of 1Jack Fawcett
Managing MemberCRD 838459
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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