Overland Park, KS Office
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Visionary Wealth Advisors, LLC
Multi-team
Firm-wide stats for Visionary Wealth Advisors, LLC
About
Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities and retirement plans, and also accepts advisory engagements for clients of other advisors under contractual arrangements. The firm manages the large majority of client assets on a discretionary basis and also advises on assets maintained outside clients’ primary custodians, such as variable insurance products and employer‑sponsored plans.
The firm uses model‑based strategies and separately managed account options, offering Model Portfolios and Model Accounts that are either designed by VWA’s Investment Committee or provided by independent third‑party managers, while allowing clients to select an investment adviser representative whose philosophy aligns with their objectives. VWA’s investment process combines fundamental, technical and cyclical analysis with an asset‑allocation framework derived from Modern Portfolio Theory and involves continuous portfolio monitoring and periodic reviews.
Distinctive features include that VWA sponsors and manages a wrap fee program and retains responsibility for designing internal model strategies, a structure that creates a financial incentive when its own committee’s models are selected in lieu of third‑party strategies. The firm also deploys a mix of employee and independent‑contract IARs and discloses that several supervised persons are licensed insurance agents who may offer commissionable insurance products, both of which are potential conflicts clients should consider.
Based on Visionary Wealth Advisors, LLC
Expertise
Based on Visionary Wealth Advisors, LLC
Location
7600 W. 110th Street, Suite 200
Overland Park KS 66210
Advisors at this office
4
Advisors at this office
Clark G
CFP®, Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Clark Gay is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He is currently with Visionary Wealth Advisors, LLC and has worked there since 2020. Prior to that, he spent 15 years at Financial Engines Advisor Center, LLC, continuing with Financial Engines Advisors L.L.C. since 2016. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.
Giacomo M
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he spent 18 years with Financial Engines Advisor Center and 10 years with Financial Engines Advisors L.L.C. Outside of his advisory role, Mannino serves as president of Joj Investments, a rental property business. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.
Christopher B
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and was previously with Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC for a combined 28 years. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Christopher F
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Christopher Ferguson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and previously spent 22 years with Financial Engines Advisors L.L.C. and its affiliate. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based investment strategies and offers discretionary management with continuous portfolio monitoring, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.
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