Visionary Wealth Planners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,480,209
Total clients
67
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$96,720
About
Visionary Wealth Planners LLC serves individual clients — including high‑net‑worth households — and provides advisory services to employer‑sponsored retirement plans. The firm offers discretionary portfolio management, written financial planning, and limited‑scope ERISA 3(21) plan advisory services for 401(k), 403(b), pension and similar plans.
Portfolios are constructed to reflect documented goals, time horizons and risk tolerance, and the firm employs a mix of fundamental, technical, charting and cyclical analysis with both long‑ and short‑term strategies (including covered option techniques where appropriate). It frequently engages third‑party sub‑advisors and may delegate day‑to‑day portfolio management to those advisors while retaining the client relationship and performing periodic account reviews.
Noteworthy aspects include a disclosed affiliated insurance business in which the firm’s principal spends roughly 10% of his time and may receive commissions for insurance product sales, a potential conflict that the firm discloses and addresses in its policies. The firm’s provision of pension consulting and ERISA 3(21) plan services is less common among peers, and it documents clear limits on excluded plan assets and the capacity to appoint or delegate discretionary authority to other advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
General retirement planning
Fee options
Financial planning services charged a flat fee between $500 and $2,000
$0 - $250,000: 2.00% $250,001 - $500,000: 1.85% $500,001 - $1,000,000: 1.70% Over $1,000,000+: 1.55%
Investment Advisor Representatives may receive commissions as licensed insurance agents
Fee-only: Financial planning fixed fees between $500 and $2,000
Main office location
Visionary Wealth Planners LLC
Bakersfield CA, United States
Number of offices
1
Most active in
Visionary Wealth Planners LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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