Visionary Wealth Advisors

Retirement Planning Firm in Edwardsville, IL

Firm Info
Address: 106 N Clinton St, Collinsville, IL 62234, USA
Phone: (618) 580-1459

Firm Size
Assets Under Management: $2.1 billion
# of Advisors: 43
# of Clients: 9,071
Client to Advisor Ratio: 211:1
Average Account Size: $234,757
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Visionary Wealth Advisors, LLC Overview

Visionary Wealth Advisors, LLC is a fee-only Registered Investment Advisory Firm based in St. Louis, MO. They have been in business since 2013, providing investment advice only to individuals and small businesses. Their fee arrangement is fee-only meaning that they do not receive commissions from financial products sold to clients. This helps to ensure that their advice is unbiased and in the best interest of their clients. The firm offers a range of services, including financial planning and portfolio management. They work closely with clients to develop personalized plans for their financial goals. This involves a comprehensive analysis of a client's financial situation, including income, expenses, assets, and liabilities. In addition to financial planning and portfolio management, Visionary Wealth Advisors also assists clients with the selection of other advisors. They have a network of trusted professionals in related fields and can refer clients to experts in tax planning, estate planning, and other areas as needed. This comprehensive approach ensures that their clients receive a holistic approach to financial management. Overall, Visionary Wealth Advisors provides expert advice and guidance to help their clients achieve their financial goals.

Visionary Wealth Advisors, LLC is dedicated to serving a diverse range of clients from individuals to high net worth individuals and other types of corporations not mentioned. In addition to their wealth management services, the firm also offers investment management and financial planning solutions to cater to the unique needs and objectives of their clients. The firm provides a range of fee structures that vary depending on the type of services provided. Clients can opt for a percentage of Assets Under Management (AUM) fee structure, where the firm charges a percentage of the clients' total investments. Alternatively, they can choose an hourly fee structure, where the client pays for the time spent on working on their financial plans. Lastly, fixed fees are also on offer where the clients pay a predetermined amount for a specific service. The firm's flexible fee structures enable clients to choose the payment model that best suits their investment needs and financial goals. With an array of services and customizable fee structures, Visionary Wealth Advisors, LLC is poised to help its clients make informed decisions and achieve their personal and financial objectives.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Visionary Wealth Advisors, LLC does not mention an investment minimum.

How This Office Can Help Edwardsville, IL Residents

Visionary Wealth Advisors is a financial planning firm based in Edwardsville, IL, that helps individuals and families achieve their financial goals. They have a team of professionals with backgrounds in finance, accounting, and law, who work together to create customized financial plans for each client. Some of the financial situations that people in Edwardsville, IL, might be facing include planning for retirement, paying for education expenses, navigating the complexities of tax law, and managing their investments. Visionary Wealth Advisors can assist clients in these situations by providing comprehensive financial planning services. They can help clients determine how much they need to save for retirement, create a plan to pay for college expenses, develop tax strategies, and manage investments to achieve long-term growth. Additionally, they can provide guidance on estate planning, insurance, and other financial matters. With their expertise and personalized approach, Visionary Wealth Advisors can provide peace of mind and help clients achieve financial security.

To view the Minimum Investment and Fee Schedule for Visionary Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Visionary Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Visionary Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 106 N Clinton St, Collinsville, IL 62234, USA
Phone (618) 580-1459
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1401 SOUTH BRENTWOOD BOULEVARD, SUITE 700, ST. LOUIS, MO 63144, United States

This firm has no other locations.

State Registrations

Visionary Wealth Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Visionary Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.