John Kinkead
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.
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
Naples, FL 34110
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
John Kinkead is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Visionary Wealth Advisors in 2024, he worked at Naples Money Management, LLC for eight years and spent one year at Ernst and Young LLP. Visionary Wealth Advisors serves high-net-worth individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independently managed portfolio options.
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
5625 Strand Boulevard, Ste. 511
Naples, FL 34110
Florida
Visionary Wealth Advisors, LLC
2024 - Present (2 years)
Naples Money Management, LLC
2016 - 2024 (8 years)
Ernst and Young LLP
2016 - 2016 (1 year)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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