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CFP
SH
CFP

Sheldon Harber

Visionary Wealth Advisors, LLC
46 Years of Experience
St. Louis, MO
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Sheldon Harber is a CFP-designated registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 46 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,262 clients with $3.5B in assets under management.

Visionary Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
4,262 clients
Average Client Portfolio
$830K average
Assets Under Management
$3.5B

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 are negotiable for accounts over $5,000,000. Additional program or independent manager fees up to 0.50% may apply if using specific model portfolios.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (4)
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.
Customer Dispute
February 2021
Settled
Regulatory
January 2016
Final
Regulatory
October 2006
Final
Customer Dispute
October 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sheldon is a licensed insurance agent, dedicating a few hours per week to this activity during securities trading hours. He is also a passive investor in Aisle411 Partners LLC, a technology company, requiring minimal time commitment.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Geneos Wealth Management, INC.
September 2014 - January 2016 · 1 yr 4 mos
Geneos Wealth Management, INC.Broker
August 2014 - January 2016 · 1 yr 5 mos
Cambridge Investment Research Advisors, INC.
November 2006 - September 2014 · 7 yrs 10 mos
Cambridge Investment Research, INC.Broker
November 2002 - September 2014 · 11 yrs 10 mos
Asset Strategies, INC.
October 1995 - March 2007 · 11 yrs 5 mos
Fsc Securities Corporation
August 1993 - November 2002 · 9 yrs 3 mos
Fsc Securities CorporationBroker
May 1993 - November 2002 · 9 yrs 6 mos
Transamerica Financial Resources, INC.Broker
March 1988 - May 1993 · 5 yrs 2 mos
Transamerica Securities Sales CorporationBroker
March 1988 - May 1993 · 5 yrs 2 mos
Chubb Securities CorporationBroker
April 1980 - March 1988 · 7 yrs 11 mos
Manequity, INC.Broker
June 1979 - July 1980 · 1 yr 1 mo
State Registrations2 states
ILMO
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.
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