Advisor at Visionary Wealth Planners 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 Planners LLC
Location
Bakersfield, CA
Credentials
Series 63, Series 65
Industry experience
8 years
Jack Fawcett is the principal advisor at Visionary Wealth Planners LLC in Bakersfield, CA, with 8 years of industry experience. He holds Series 63 and Series 65 designations and has operated Fawcett Financial and Insurance Services Inc. since 1988, where he serves as president and insurance agent. Visionary Wealth Planners LLC serves individual clients, including high-net-worth households, and provides advisory services to employer-sponsored retirement plans. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers discretionary management, written financial planning, and ERISA 3(21) plan advisory services.
Based on Visionary Wealth Planners LLC
Based on Visionary Wealth Planners LLC
Financial planning services charged a flat fee between $500 and $2,000
$0 - $250,000: 2.00% $250,001 - $500,000: 1.85% $500,001 - $1,000,000: 1.70% Over $1,000,000+: 1.55%
Investment Advisor Representatives may receive commissions as licensed insurance agents
Fee-only: Financial planning fixed fees between $500 and $2,000
Bakersfield, CA
California
Visionary Wealth Planners
2022 - Present (4 years)
Fawcett Financial and Insurance Services Inc.
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
Bakersfield, CA
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Series 66
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Series 63
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CFP®, Series 63, Series 65
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Entruity Wealth, LLC
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