# Visionary Planning & Investment, LLC

> Visionary Planning & Investment, LLC is a state-registered investment advisory firm in Aurora, CO, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 287739
- Filed as: VISIONARY PLANNING & INVESTMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aurora, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287739
- AdvisorCensus page: https://advisorcensus.com/firm/visionary-planning-and-investment-llc-aurora-co-287739

## Quick answers

**How is Visionary Planning & Investment, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Visionary Planning & Investment, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Visionary Planning & Investment, LLC located?**
Visionary Planning & Investment, LLC's principal office is in Aurora, CO, according to its Form ADV.

**Is Visionary Planning & Investment, LLC registered with the SEC or a state?**
Visionary Planning & Investment, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287739.

**How much does Visionary Planning & Investment, LLC manage?**
Visionary Planning & Investment, LLC reports $18,831,900 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Visionary Planning & Investment, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57).

**Does Visionary Planning & Investment, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287739

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,831,900
- Discretionary: $18,831,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $13,788,175 |
| High net worth individuals | Fewer than 5 | $5,043,725 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [visionaryplanningandinvestment.com](https://visionaryplanningandinvestment.com)
- Facebook @VISIONARYPLANNINGANDINVESTMENT
- Instagram @planinvestlive

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Visionary Planning & Investment, LLC (CRD 287739): Form ADV filing data as of October 2026.