Visionary Planning & Investment, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,831,900
Total clients
57
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
57
Average account size
$330,384
About
The firm provides financial planning, portfolio management, retirement plan advice, and rollover guidance to individuals, high‑net‑worth individuals, and small businesses. Financial planning sessions are offered at no charge, and clients can engage the firm to implement investment strategies directly or through recommended sub‑advisors.
Investment management is anchored in Modern Portfolio Theory with a buy‑and‑hold orientation and periodic rebalancing, while the firm also uses fundamental, technical, charting and cyclical analyses to inform allocations. Portfolios may be managed on a discretionary or nondiscretionary basis, and the firm reviews and documents client objectives, risk tolerance and any reasonable account restrictions before recommending or placing assets with sub‑advisors.
The firm participates in Charles Schwab & Co.’s advisor support program, which provides research, trading and operational resources, and it may recommend a Schwab‑affiliated sub‑advisor — arrangements the firm discloses as potential conflicts of interest and that can introduce additional advisory layers. The principal brings prior institutional and private‑client experience at a large custodian, and the firm generally does not vote client proxies, leaving proxy decisions to account holders.
Client services
Expertise
Fee options
$0 - $499,999: 0.95% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Main office location
Visionary Planning & Investment, LLC
Centennial CO, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")