Advisor at Visionary Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Visionary Wealth Advisors, LLC
Location
Overland Park, KS 66210
Credentials
Series 63, Series 65
Industry experience
27 years
Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blended investment process that incorporates fundamental, technical, and cyclical analysis within an asset-allocation framework.
Based on Visionary Wealth Advisors, LLC
Based on Visionary Wealth Advisors, LLC
Fixed, project-based financial planning and consulting fees generally range from $500 to $15,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% Above $5,000,000+: Negotiable
Fee-only: Financial planning fixed fees generally range from $500 to $15,000 depending on scope and complexity; fees are negotiable
7600 W. 110 St., Suite 200
Overland Park, KS 66210
Kansas
Visionary Wealth Advisors
2020 - Present (6 years)
Financial Engines Advisors L.L.C.
2016 - Present (10 years)
Tmfs Advisors, Llc
1998 - 2016 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
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Series 63, Series 66
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Penn Wealth Management
CFP®, Series 63, Series 65
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Chladek Wealth Management, LLC
Series 63, Series 65
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Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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