VISIONARY PLANNING & INVESTMENT, LLC

VISIONARY PLANNING & INVESTMENT, LLC is an SEC-registered investment adviser (CRD 287739). Regulatory assets under management: $18.8M.

Registration

• CRD: 287739
• Type: Registered investment adviser
• Phone: (720) 210-4990
• Latest filing: 2026-03-31
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search