VISIONARY HORIZONS, LLC

620 Mabry Hood Rd
Suite 301
Knoxville, Tennessee 37932
Tel: 865-675-8496

About VISIONARY HORIZONS, LLC

VISIONARY HORIZONS, LLC, formally registered with the SEC as VISIONARY HORIZONS, LLC. The firm was established in 06/24/2014. They have over 7 offices throughout the country.

VISIONARY HORIZONS, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $252,592,603 assets under management, offering retirement planning & investment advisory services to 1259 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150483
SEC#	801-79890
Assets Managed by Firm	$252,592,603
No. of Clients	1259
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1259	$252,592,603
Individuals (other than high net worth individuals)	451	$116,131,158
High net worth individuals	60	$135,084,429
Pension and profit sharing plans	1	$343,824
Charitable organizations	1	$1,033,037
Corporations or other businesses	1	$155

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