Visionary Wealth Advisors, LLC

Visionary Wealth Advisors, LLC (VWA) is a registered investment adviser based in St. Louis, Missouri, established in March 2014. The firm is principally owned by Timothy Hammett and Brett Gilliland. As of December 31, 2024, VWA managed approximately $2.86 billion in client assets, with 99% managed on a discretionary basis. The firm offers financial planning, consulting, and investment management services. Clients are required to enter into written agreements outlining the terms of the advisory relationship. VWA's investment philosophy integrates fundamental, technical, and cyclical analysis, with an asset allocation strategy based on Modern Portfolio Theory. The firm offers various model portfolios tailored to different risk profiles, from conservative to aggressive strategies. Clients have the option to impose restrictions on the management of their accounts. Fees for financial planning and consulting services range from $500 to $15,000, while investment management fees are up to 1.25% annually based on assets under management. VWA may receive economic benefits from Charles Schwab, Raymond James, and Fidelity, the recommended custodians. The firm does not provide performance-based fees and generally does not vote on client securities. VWA does not have custody of client assets and does not accept proxy voting authority. The firm has no material disciplinary events and does not disclose financial information due to its financial stability.