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Sheldon Harber
Full name on record: Sheldon Jay Harber
Financial advisor at Visionary Wealth Advisors
Sheldon Harber has worked in the financial industry for 47 years and is a fiduciary financial advisor based in St. Louis, Missouri. After a year at Geneos Wealth Management and eight years at Cambridge Investment Research Advisors, Sheldon joined Visionary Wealth Advisors in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Sheldon holds the CFP® designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience at Visionary Wealth Advisors
Office1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$818,786
Advisors at the firm48
States licensed ?1 state
Services through Visionary Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowVisionary Wealth Advisors, LLCCurrent firm
- Sep 2014 – Jan 2016Geneos Wealth Management, Inc.Previously
- 2006 – 2014
- 1995 – 2007Asset Strategies, Inc.Previously
- 1993 – 2002FSC Securities CorporationPreviously
Contact Sheldon
(314) 764-2727Visionary Wealth Advisors main office 1401 South Brentwood Boulevard Suite 700St. Louis, MO 63144Office · Get directions Facebook pageVisionary Wealth Advisors
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Questions to ask Sheldon
Tailored to Sheldon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sheldon
How do I contact Sheldon?
Call Visionary Wealth Advisors at (314) 764-2727 and ask for Sheldon Harber. Sheldon works from the St. Louis, MO office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 1979, about 47 years. Top advisor by experience at Visionary Wealth Advisors.
What licenses does Sheldon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon paid?
Visionary Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sheldon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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