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
Matthew Willis	Frisco, TX	16

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