A complete list of active advisors currently associated with Visionary Wealth Management LLC
Warmer can help you find a great advisor at Visionary Wealth Management LLC or one who fits your needs even better.
Visionary Wealth Management LLC provides ongoing discretionary portfolio management to individual clients, managing approximately $544,000 across six client accounts. The firm works with retirement and taxable accounts and tailors advisory services to each client's needs, with no stated account minimums. The adviser primarily invests in individual equities (alongside CDs and municipal and corporate debt) using idea flow from subscription research services such as The Motley Fool, focusing on current value, projected growth and identified catalysts, and conducting monthly portfolio reviews. VWM maintains discretionary authority but will execute client-requested purchases when clients wish to select specific investments. Notable features for a small independent adviser include its size—one advisor and six clients—and its requirement that all accounts use the Interactive Brokers platform for custody and execution due to the firm’s scale. The adviser may trade the same securities for personal accounts that are recommended to clients under a written code of ethics, and the firm does not execute proxy votes on client-held securities.
To learn more about the advisors currently working at Visionary Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Frisco, TX
| 16
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")