Visionary Wealth Advisors, LLC fees and pricing
Financial planner in St. Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Visionary Wealth Advisors, LLC charges a flat or project fee of $500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$15,000
“These fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis, depending upon the scope and complexity of the services to be rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Visionary Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Financial Planning Advisory Agreement (”FPAA”) and VWA generally requires one-half of the fee payable upon execution of the FPAA.”
- “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “If assets in excess of $10,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
How Visionary Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $500-$15,000 spans the Missouri median of $3,550. 81% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 10 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
About Visionary Wealth Advisors, LLC
- Firm size: 74 employees.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 4,186
- Employees
- 74
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $3,536,310,209
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169610
- Phone
- (314) 764-2727
Can advise clients in 35 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.