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John Kinkead

Advisor at Visionary Wealth Advisors, LLC

Updated today
Visionary Wealth Advisors, LLC logo

Firm

Visionary Wealth Advisors, LLC

Location

Naples, FL 34110

Credentials

Series 63, Series 65, Series 66

Industry experience

19 years

About

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.

Client services

Based on Visionary Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Visionary Wealth Advisors, LLC

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

Fee options

Fixed

Fixed, project-based financial planning and consulting fees generally range from $500 to $15,000

Percentage

$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

Other

Fee-only: Financial planning fixed fees generally range from $500 to $15,000 depending on scope and complexity; fees are negotiable

Location

5625 Strand Boulevard, Ste. 511

Naples, FL 34110

Most active in

Florida

Work history

Visionary Wealth Advisors, LLC

2024 - Present (2 years)

Naples Money Management, LLC

2016 - 2024 (8 years)

Ernst and Young LLP

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ilia A

Series 65

Naples, FL

Alpha Mode Capital LLC

Active portfolio management
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Options & derivatives strategies
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Patrick B

CFP®, Series 63, Series 65

Sanibel, FL

Bloomfield Asset Management, Inc.

Wealth management Passive / index investing Retirement income strategy
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Archer G

Series 66

Naples, FL

Gillespie Wealth Management Inc

Family Business General estate planning guidance Charitable giving & philanthropy General tax planning Cash flow / budgeting
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