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Visionary Horizons, LLC

Updated today

Total assets under management

$396,706,692

Total clients

666

15% high-net worth

Total advisors

14

of 12 employees

Firm size

Multi Team

Average clients per advisor

48

Average account size

$595,656

About

Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm offers discretionary and non‑discretionary portfolio management, broad financial planning, and ERISA‑qualified retirement plan advisory (including both Section 3(21) and 3(38) services), and may engage sub‑advisers or third‑party advisers for portions of client accounts.

The firm constructs and implements model portfolios informed by third‑party research consultants and tailors allocations to client goals, using equities, fixed income, ETFs, mutual funds, options and, when appropriate, private placements or alternatives. VH monitors accounts continuously, rebalances as circumstances change, and provides held‑away account aggregation and management for workplace retirement plans through platforms such as Pontera and Absolute Capital, with client notification when trades occur.

Visionary Horizons discloses several features that differentiate it from many peers: it explicitly uses AI tools for service delivery and meeting transcription (with an opt‑out option) and has added disclosures on AI, political, and direct‑indexing risks; it also offers direct indexing strategies that allow customization and tax‑loss harvesting but can introduce tracking error and higher expenses. Several associated persons are dually registered as broker‑dealer registered representatives and licensed insurance agents, and the firm receives custodial support and business‑development benefits from custodians (including transition assistance arrangements), which the brochure identifies as potential conflicts of interest and that clients may consider when choosing custody or third‑party managers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

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

Main office location

Visionary Horizons, LLC

620 Mabry Hood Rd, Suite 301

Knoxville TN 37932, United States

Number of offices

8

Most active in

California · Florida · Georgia · Kentucky · Louisiana · North Carolina · South Carolina · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Joseph M

Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Michael S

CFP®, Series 66

Knoxville, TN

Visionary Horizons, LLC

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

Series 65

Somerset, KY

Visionary Horizons, LLC

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

Charles L

Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Madison H

CFP®, Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Roger K

CFP®, Series 63, Series 66

Knoxville, TN

Visionary Horizons, LLC

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

Tyler M

CFP®, Series 66

Knoxville, TN

Visionary Horizons, LLC

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

Timothy M

Series 65

Tampa, FL

Visionary Horizons, LLC

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

James K

Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Jeremy L

Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Nicholas H

CFP®, Series 66

Knoxville, TN

Visionary Horizons, LLC

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

Katherine S

CFP®, Series 66

Knoxville, TN

Visionary Horizons, LLC

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

Tyler F

CFP®, Series 63, Series 65

Knoxville, TN

Visionary Horizons, LLC

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

Luke P

CFP®, Series 66

Fountain Inn, SC

Visionary Horizons, LLC

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