David Worley
Visionary Horizons · Somerset, Kentucky
David Worley is a fee-only financial advisor at Visionary Horizons in Somerset, Kentucky. Visionary Horizons reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Visionary Horizons |
|---|---|
| Based in | Somerset, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $396.7M across 3,989 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7414326 |
| Exams passed | Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.visionaryhorizons.com |
How David's firm compares
- Visionary Horizons's average account is about $99,000, from its Form ADV (assets managed divided by 3,989 accounts).
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Questions about David
Is David Worley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Visionary Horizons reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Visionary Horizons, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Worley based?
David Worley is based in Somerset, Kentucky.
Is David Worley registered with the SEC?
Yes. David Worley is registered as an investment adviser representative in KY (CRD 7414326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Visionary Horizons manage?
Visionary Horizons reports $396.7M across 3,989 accounts in assets under management.
How do I contact David Worley?
Through David's website, www.visionaryhorizons.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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