Updated November 20, 2023
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Visionary Horizons, LLC

Investment Advisor Firm
Total assets under management$176M
Years in business14+

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

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Solutions
  2. Investment Management
  3. Wealth Management
  4. Succession Planning

More about Visionary Horizons, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
15048310

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