James Kraeske
Visionary Horizons · Knoxville, Tennessee
James Kraeske is a fee-only financial advisor at Visionary Horizons in Knoxville, Tennessee. 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 | Knoxville, Tennessee |
| 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 TN · CRD 5201883 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.visionaryhorizons.com |
How James'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 James
Is James Kraeske a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Visionary Horizons, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Kraeske based?
James Kraeske is based in Knoxville, Tennessee.
Is James Kraeske registered with the SEC?
Yes. James Kraeske is registered as an investment adviser representative in TN (CRD 5201883), 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 James Kraeske?
Through James'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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