TH
CFP
TH
CFP

Timothy Hammett

31 Years of Experience
St. Louis, MO
Sells Insurance

Timothy Hammett is a CFP-designated registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $750K1.15%
$750K - $1.0M1.05%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is the president/owner of Visionary Wealth Advisors, LLC, providing wealth management services and dedicating full-time hours. He also owns Visionary Insurance Group, advising clients on insurance needs for about 10-20% of his time, and is a member of Sacred Heart Catholic Church Parish Council, dedicating minimal time.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2016 - March 2017 · 11 mos
Northwestern Mutual Investment Services,llc
October 2004 - April 2014 · 9 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
March 1999 - January 2002 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 1995 - April 2014 · 19 yrs 3 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Timothy Hammett - Financial Advisor | TrueAdvisor