Tyler Fedrick
Advisor at Visionary Horizons, 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 Horizons, 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 Horizons, LLC
Location
Knoxville, TN 37932
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Tyler Fedrick is a CFP® professional with seven years of industry experience currently serving at Visionary Horizons, LLC. His prior roles include positions at LPL Financial, Primerica, and Cetera. Outside of financial advising, he provides interview coaching services as an independent consultant. 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 a combination of fundamental, technical, and algorithm-based investment strategies and offers fiduciary services under ERISA Section 3(21) or 3(38), with ongoing portfolio monitoring and rebalancing.
Based on Visionary Horizons, LLC
Consulting services offered for a one-time negotiated flat fee.
$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%
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.
Up to $300 per hour, negotiable based on complexity and services rendered.
Account minimum: $250,000
620 Mabry Hood Rd, Suite 301
Knoxville, TN 37932
Tennessee
LPL Financial
2026 - Present (1 year)
Smartria
2026 - Present (1 year)
Study Nook
2025 - Present (1 year)
Visionary Horizons, LLC
2024 - Present (2 years)
Primerica Advisors
2022 - 2023 (1 year)
Primerica Financial services
2020 - 2024 (4 years)
Cetera
2020 - 2020 (1 year)
Cetera Investment Services Llc
2020 - 2020 (1 year)
Regions bank
2019 - 2020 (1 year)
The Best IRS
2017 - 2019 (2 years)
Primerica Advisors
2016 - 2020 (4 years)
Primerica Financial Services
2016 - 2019 (3 years)
Karns
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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