Frequently asked questions

What is Visionary Square?

Visionary Square is a modern platform built for independent financial advisors. We provide the infrastructure, technology, compliance support, and community that let you focus on clients — not operations. We're not a vendor. We're the partner you always wished you had.

Is Visionary Square an RIA or a broker-dealer?

We offer two affiliation models. The Hybrid model lets you maintain existing brokerage relationships. The RIA-Only model streamlines your practice around fee-based planning. Both give you full access to our platform and multi-custodian network.

How established is Visionary Square?

Founded in 2013 and headquartered in Charlotte, NC. We currently support 260 advisors across 141 partner firms in 28 states, with $23.1 billion in assets supervised.

Where does Visionary Square operate?

Anywhere in the continental United States.

I'm already on a platform but unhappy. Is it worth switching?

If you were promised partnership and got bureaucracy — if your relationship manager turned over again, fees crept up, and the culture you signed up for evaporated — you're not alone. That's exactly why we built Visionary Square. Let's have a conversation.

I'm an independent RIA but drowning in operations. Can you help?

Yes. You went independent for freedom and ended up with a second full-time job. Our Core Model is built to strip away that operational noise. Technology, compliance, billing, marketing — handled. You get back to serving clients.

I'm thinking about leaving my IBD or wirehouse to go fully independent. Where do I start?

The operational blank page — compliance, tech, billing, client communication — is the biggest barrier. Our Transition Concierge manages the entire process: system configuration, training, and repapering support. You make the leap. We handle the logistics.

I sold my firm to PE and regret it. Are there options?

The culture is gone, compensation restructured, clients sensing the change — it's a difficult position. Contractual constraints vary, but our M&A Partnership Program is built around preserving your identity and autonomy. A confidential conversation is always the right first step.

I'm nearing retirement with no succession plan. What can Visionary Square offer?

58% of RIA owners have no written succession plan. We offer four partnership paths — including minority investment and full acquisition — designed to protect your clients, your legacy, and your financial outcome. You don't have to choose between PE and a stranger.

What's the difference between the Core Model and the Enterprise Model?

Both include the same foundational infrastructure: technology, compliance, marketing, transition support, and a dedicated service team. The difference is scale. The Core Model is designed for advisors up to $99M AUM. The Enterprise Model is built for $100M+ practices with an institutional fee structure that scales down as your AUM grows.

Hybrid vs. RIA-Only — which is right for me?

The Hybrid model lets you keep brokerage relationships and revenue streams while gaining RIA infrastructure. The RIA-only model is for advisors ready to run a streamlined, planning-focused practice without brokerage complexity. Both access our full platform.

Do I have to give up ownership to partner with Visionary Square?

No. The Core and Enterprise models involve no equity transaction. The M&A Program involves a minority stake, but autonomy is a core principle: you keep control of your firm, your clients, and your direction.

How does Visionary Square's pricing work?

Contact us at [email protected] so we can learn about your preferred partnership model, affiliation type and future vision so we can provide clear, straightforward pricing.

Are there hidden fees?

No. Transparency is one of our three core differentiators. You know exactly what you're paying before you sign anything.

What does the onboarding fee cover?

Your full transition experience — dedicated Onboarding Manager, system configuration, training, and repapering support — plus the complete Expert Marketing package: logo, brand guide, stationery, brochure, social media setup, and a 5–6 page website with a full year of hosting, content, compliance submission, and SEO.

What technology is included?

CRM, AI Notetaker, Business Analytics, Secure SMS, Scheduling, Microsoft Teams, Microsoft Suite, and Investment Tools. Hardware includes an Elite Workstation, Pro AV, and enterprise cybersecurity with encryption, compliance tools, and 24/7 technical support.

Does Visionary Square provide compliance support?

Yes — compliance is a core component of your integrated service team, not an add-on. You don't have to wonder if you're covered. You sleep better knowing you are.

What marketing support do I get?

Logo design, comprehensive brand guide, full stationery, firm brochure, three social media pages (with ad spend covered), a tailored Marketing Action Plan, and a 5–6 page website. All included. All compliant. All yours.

What does a "dedicated human support pod" actually mean?

It means a real person who picks up the phone. Your pod — the Integrated Service Team (IST) — includes a Relationship Manager plus specialists in compliance, technology, and insurance — people who know your firm and are accountable to your success.

Do I get help transitioning clients and repapering accounts?

Yes. Our Director of Transitions covers everything: dedicated Onboarding Manager, system configuration, training, and full repapering support. Switch firms without the nightmare.