Eric Heineman
Vision Casting Financial Planning · Spokane, Washington
Eric Heineman is a fee-only financial advisor at Vision Casting Financial Planning in Spokane, Washington, who holds the CFP credential. Vision Casting Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vision Casting Financial Planning |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.4M across 129 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7348673 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.visioncastingfinancial.com |
How Eric's firm compares
- Vision Casting Financial Planning's average account is about $112,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Eric
Is Eric Heineman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Vision Casting Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Vision Casting Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Heineman based?
Eric Heineman is based in Spokane, Washington.
What credentials does Eric Heineman hold?
Eric Heineman holds the CFP credential.
Is Eric Heineman registered with the SEC?
Yes. Eric Heineman is registered as an investment adviser representative in WA (CRD 7348673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vision Casting Financial Planning manage?
Vision Casting Financial Planning reports $14.4M across 129 accounts in assets under management.
How do I contact Eric Heineman?
Through Eric's website, www.visioncastingfinancial.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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