FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Visionary Horizons, LLC
Visionary Horizons, LLC is a boutique registered investment advisor (RIA) firm based in Knoxville, Tennessee, with expanding branches in Chattanooga, Brentwood, Harriman, Somerset, and Tampa. The firm specializes in comprehensive financial planning and strives to provide personalized and strategic solutions to its clients. With a team of five experienced Certified Financial Planners (CFPs), Visionary Horizons has a successful track record of guiding clients toward their financial goals.
One of the key strengths of Visionary Horizons is its commitment to excellence through cutting-edge technology solutions. The firm's integrated infrastructure enables advisors to utilize advanced tools such as robust client portals and streamlined compliance systems, ensuring seamless operations and enhancing client satisfaction.
As an RIA firm, Visionary Horizons maintains valuable partnerships with Charles Schwab as its primary custodian. While the firm operates on a fee-based structure, it also generates approximately 1% of its revenue from commissions.
Pricing options
Regulatory filings
Areas of specialty
- Financial Solutions
- Investment Management
- Wealth Management
- Succession Planning
More about Visionary Horizons, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 150483 | 10 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Visionary Horizons, LLC.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Visionary Horizons, LLC.