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They include 568 individual clients, 98 high-net-worth individuals, and 42 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Visionary Horizons offer?","answer":"Visionary Horizons provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Visionary Horizons charge?","answer":"Visionary Horizons charges 1.00%–1.75% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"ADV FORM 2A, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Visionary Horizons use?","answer":"Visionary Horizons’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $320M and LPL Financial LLC (Fort Mill, SC), with $38.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Visionary Horizons have?","answer":"Visionary Horizons has 12 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Visionary Horizons invest in?","answer":"At the end of its last fiscal year, Visionary Horizons’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 11% investment grade corporate bonds, 6% cash and equivalents, 2% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Visionary Horizons have a minimum investment?","answer":"Yes, Visionary Horizons’ minimum account size for its Portfolio Management Services is $250K.","source":"ADV FORM 2A, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Visionary Horizons?","answer":"Visionary Horizons’ direct owners are Roger Kiger (75% or more), Michael Simpson (5% to 10%), Tyler McMurray (5% to 10%) and Tyler Morrow (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Visionary Horizons get paid?","answer":"Visionary Horizons is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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