John Robert Kinkead

Visionary Wealth Advisors, LLC

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning

Visionary Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,953 clients

Average Client Portfolio

$723K average

Assets Under Management

$2.9B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.33%
$250K - $500K	1.28%
$500K - $750K	1.23%
$750K - $1.0M	1.13%
$1.0M - $5.0M	1.00%
$5M+	1.00%

Fees are negotiable above $5,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5625 Strand Boulevard, Ste. 511, Naples, FL, 34110

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

April 2007

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Visionary Wealth Advisors, LLC

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Naples Money Management LLC

July 2016 - March 2025 · 8 yrs 8 mos

Ernst & Young Investment Advisers LLP

April 2016 - June 2016 · 2 mos

Grace Capital Management, LLC

March 2015 - June 2015 · 3 mos

PNC Investments

October 2013 - December 2014 · 1 yr 2 mos

Morgan Stanley

November 2011 - September 2013 · 1 yr 10 mos

Merrill Lynch Pierce Fenner & Smith INC.

April 2004 - May 2007 · 3 yrs 1 mo

UBS Financial Services INC.

September 2000 - April 2004 · 3 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.