JK

John Robert Kinkead

19 Years of Experience

Firm Information

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

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.33%
$250K - $500K1.28%
$500K - $750K1.23%
$750K - $1.0M1.13%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000.

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

VWA offers a wrap fee program where clients pay an annual fee based on assets under management. This fee covers advisory services and securities brokerage commissions. The annual fee ranges up to 1.33%, depending on portfolio size. For clients utilizing Model Portfolio or Model Account services, additional fees up to 0.50% may be assessed for portfolio strategy design and management. If using an Independent Manager, their fees (ranging from 0.20-1.50%) are charged in addition to the Program Fee. Fees are negotiable for accounts above $5,000,000.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & Coaching
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
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Employment Separation After Allegations
April 2007
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
January 2025 - Present · 1 yr
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
FL
Advisor
Exams
No exam information available for this advisor.