Visionary Wealth Planners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,000

“Services are offered based on a flat fee between $500 and $2,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Visionary Wealth Planners LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees will be billed quarterly in arrears.”

How Visionary Wealth Planners LLC’s fees compare

• Its flat or project fee of $500-$2,000 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Bakersfield that publish a flat or project fee charge less.

About Visionary Wealth Planners LLC

• Principal: Jack Fawcett
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

67

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$6,480,209

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318224

Website

visionarywealth.org (opens in new tab)

Phone

(661) 319-5721

Other planners in Bakersfield that publish fees

• Applied Wealth ManagementBakersfieldUp to $10,000, $200⁠-⁠$500/mo
• Entruity Wealth, LLCBakersfield$30,000
• Gomez Financial PlanningBakersfield$150/hr
• Mestmaker & Petrey Wealth AdvisorsBakersfield$250/hr, $250⁠-⁠$10,000
• Wealthtarget Investment Advisors, LLCBakersfield$250/hr
• Woodward Diversified Capital, LLCBakersfield$20,000/yr

Compare all 11 planners in Bakersfield