Michael Simpson
Visionary Horizons · Knoxville, Tennessee
Michael Simpson is a fee-only financial advisor at Visionary Horizons in Knoxville, Tennessee, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 5540027 |
| Exams passed | Series 66 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.visionaryhorizons.com |
How Michael'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 Michael
Is Michael Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Visionary Horizons, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Simpson based?
Michael Simpson is based in Knoxville, Tennessee.
What credentials does Michael Simpson hold?
Michael Simpson holds the CFP credential.
Is Michael Simpson registered with the SEC?
Yes. Michael Simpson is registered as an investment adviser representative in TN and TX (CRD 5540027), 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 Michael Simpson?
Through Michael'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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