Chris Landry
Visionary Planning & Investment · Knoxville, Tennessee
Chris Landry is a fee-only financial advisor at Visionary Planning & Investment in Knoxville, Tennessee. Visionary Planning & Investment reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Visionary Planning & Investment |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $18.8M across 163 accounts |
| SEC registration | Investment adviser representative in CO · CRD 3074656 |
| Exams passed | Series 63 (2000) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | visionaryplanningandinvestment.com |
How Chris's firm compares
- Visionary Planning & Investment's average account is about $116,000, from its Form ADV (assets managed divided by 163 accounts).
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Questions about Chris
Is Chris Landry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Visionary Planning & Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chris charge for financial advice?
Chris's firm, Visionary Planning & Investment, reports charging a percentage of assets on its SEC Form ADV.
Where is Chris Landry based?
Chris Landry is based in Knoxville, Tennessee.
Is Chris Landry registered with the SEC?
Yes. Chris Landry is registered as an investment adviser representative in CO (CRD 3074656), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Visionary Planning & Investment manage?
Visionary Planning & Investment reports $18.8M across 163 accounts in assets under management.
How do I contact Chris Landry?
Through Chris's website, visionaryplanningandinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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