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Luke Powers

Advisor at Visionary Horizons, LLC

Updated today
Visionary Horizons, LLC logo

Firm

Visionary Horizons, LLC

Location

Fountain Inn, SC

Credentials

CFP®, Series 66

Industry experience

6 years

About

Luke Powers is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Visionary Horizons, LLC and has prior experience at firms including Vanbridge, Southwestern Investment Group, and Raymond James Financial Services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans and uses a combination of fundamental, technical, cyclical analysis, and option strategies, supported by third-party research and algorithm-based modeling.

Client services

Based on Visionary Horizons, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Visionary Horizons, LLC

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Consulting services offered for a one-time negotiated flat fee.

Percentage

$0 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 1.20% $2,000,000+: 1.00%

Commissions

Certain associated persons are registered representatives of LPL Financial and receive commission-based compensation for securities transactions and insurance product sales, separate from advisory fees.

Project-based

Up to $300 per hour, negotiable based on complexity and services rendered.

Other

Account minimum: $250,000

Location

Fountain Inn, SC

Most active in

South Carolina · Texas

Work history

Visionary Horizons, LLC

2025 - Present (1 year)

Vanbridge

2022 - 2025 (3 years)

Luke Powers Wealth Team

2021 - 2025 (4 years)

Southwestern Investment Group

2020 - 2022 (2 years)

Southwestern Investment Advisory Services

2020 - 2022 (2 years)

Sagespring Wealth Partners

2019 - 2025 (6 years)

Raymond James Financial Services, Inc

2019 - 2024 (5 years)

Raymond James Financial Services, Inc

2018 - 2019 (1 year)

Protemet

2018 - 2018 (1 year)

Unemployment

2017 - 2018 (1 year)

Premier Watersports

2017 - 2017 (1 year)

University Of Tennesse

2015 - 2017 (2 years)

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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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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