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- Custodian
- American Funds · Capital Bank · Charles Schwab & Company · Invesco
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2022
- Office Locations
- 1
Office Locations
About Visionary Wealth Planners LLC
Visionary Wealth Planners LLC is a California-registered, fee-based independent advisor providing financial and retirement planning and ongoing portfolio management. The firm builds diversified, risk-aligned allocations and actively manages accounts with a long-term approach, using mutual funds and ETFs where appropriate. Custody is through Charles Schwab, and the advisor does not hold client assets. Insurance services are available via an affiliated agency.
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Owner & Executives
JACK RANDY FAWCETT
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Partner
- CRD
- #838459
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,480,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,480,209 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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