RIA Intel›Advisers›Colorado›VISIONARY PLANNING & INVESTMENT, LLC

VISIONARY PLANNING & INVESTMENT, LLC

Advisory

CO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$116K

across 163 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

VALENTA CAPITAL MANAGEMENT, INC.

$19M

SCHUTTE FINANCIAL LLC

$19M

WATERS CAPITAL ADVISERS, LLC

$19M

STRONGHAVEN CAPITAL LLC

$19M

JONES LAWRENCE MASSEY

$19M

FLEET CAPITAL MANAGEMENT, LLC

$19M

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