user avatar

Nicholas Fiala

Advisor at Visionary Wealth Advisors, LLC

Updated today
Visionary Wealth Advisors, LLC logo

Firm

Visionary Wealth Advisors, LLC

Location

O'fallon, IL 62269

Credentials

Series 63, Series 65

Industry experience

4 years

About

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and TD Ameritrade. 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 combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

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

1405 N Green Mount Rd, Ste. 500

O'fallon, IL 62269

Most active in

Missouri

Work history

Wells FArgo Clearing Services

2023 - Present (3 years)

Wells FArgo Clearing Services

2022 - Present (4 years)

Wells FArgo Clearing Services

2022 - 2022 (1 year)

Mehlville School District

2022 - 2022 (1 year)

TD Ameritrade

2020 - 2022 (2 years)

Maritz Travel

2019 - 2020 (1 year)

Secure 24 ADT

2019 - 2019 (1 year)

Flame Steakhouse

2018 - 2019 (1 year)

YMCA

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

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")