Tyler Fedrick
Financial advisor at Visionary Horizons, LLC · Knoxville, TN
Last updated 2026-10-10
Claim your profileTyler Fedrick is a financial advisor at Visionary Horizons, LLC in Knoxville, TN, CRD 6667082. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2020-03-17.
Registration
- CRD number
- 6667082
- Registration status
- Active
- IAPD registration
- 2020-03-17
- Industry Experience
- 6 years
- Work Experience
- 10 years
- States registered
- TN
Licenses and exams
- Series 65
- Series 63
Designations
- CFP®
Work history
- 2022-01 to 2023-12 · Pfs Investments Inc. · Knoxville, TN
- 2016-03 to 2019-12 · Primerica Financial Services · Knoxville, TN
- 2017-09 to 2019-12 · The Best Irs · Orlando, FL
- 2019-12 to 2020-06 · Regions Bank · Powell, TN
- 2020-03 to 2020-06 · Cetera Investment Advisers LLC · Powell, TN
- 2020-03 to 2020-06 · Cetera Investment Services LLC · St. Cloud, MN
- 2016-06 to 2020-01 · Pfs Investments Inc. · Duluth, GA
- 2020-06 to 2024-03 · Primerica Financial Services · Knoxville, TN
- 2024-03 to Present · Visionary Horizons, LLC · Knoxville, TN
- 2026-01 to Present · Smartria · Knoxville, TN
- 2025-04 to Present · Study Nook · Knoxville, TN
- 2026-02 to Present · Lpl Financial LLC · Knoxville, TN
Current employment
- Visionary Horizons, LLC · Knoxville, TN
Visionary Horizons, LLC
- Regulatory AUM
- $396,706,692
- Registered advisors
- 16
- Offices
- 11
- Clients per advisor
- 44.3 (Low)
- Average AUM per client
- $559.5K (Low)
- High-net-worth client ratio
- 13.8% (Low)
Visionary Horizons, LLC: advisors, services and reported ETF investments
About
Tyler Fedrick is a CFP® financial advisor at Visionary Horizons, LLC in Knoxville, TN. Reported securities licenses include Series 65 and Series 63. The latest record indicates 6 years of industry experience and 10 years of reported work history. Reported roles include Lpl Financial LLC, Smartria, Study Nook, Primerica Financial Services, among others.
SEC disclosures list additional business and community activities: 1: administrative support and account servicing.
Visionary Horizons, LLC's firm-level Form ADV reports 16 advisors across 11 offices; approximately 44.3 clients per advisor, average assets per client of $559,530, and regulatory AUM of $396.7M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $201.4M across 76 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Tyler Fedrick personally.
Reported ETF positions
Visionary Horizons reports 76 ETF positions worth $201.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHG — Schwab U.S. Large-Cap Growth ETF | $33.1M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $23.7M |
| FNDF — Schwab Fundamental International Equity ETF | $16.9M |
| AVUV — Avantis U.S. Small Cap Value ETF | $13.7M |
| AVEM — Avantis Emerging Markets Equity ETF | $13.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Visionary Horizons's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | IUSB — iShares Core Universal USD Bond ETF | $2.4M | Top 98.8% | Residual alpha +0.36% · Residual Sharpe 0.06 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $1.7M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Visionary Horizons, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Location
620 Mabry Hood Rd, Knoxville, TN 37932
16 advisors at this office.
Contact
The firm's filed contact details.
Official record
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