# Kurt Heineman

> Kurt Heineman is a fee-only financial advisor at Vision Casting Financial Planning, LLC in Spokane, Washington, who holds the CFP credential. Vision Casting Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kurt-heineman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Vision Casting Financial Planning, LLC
- **Based in:** Spokane, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $14.4M across 129 accounts
- **Credentials:** CFP
- **Firm size:** 1 employee

## Frequently asked questions

### Is Kurt Heineman a fee-only financial advisor?

Yes. Kurt Heineman is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Kurt charge for financial advice?

Kurt's firm, Vision Casting Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kurt Heineman based?

Kurt Heineman is based in Spokane, Washington.

### What credentials does Kurt Heineman hold?

Kurt Heineman holds the CFP credential.

### How much does Vision Casting Financial Planning, LLC manage?

Vision Casting Financial Planning, LLC reports $14.4M across 129 accounts in assets under management.

### How do I contact Kurt Heineman?

Contact details aren't on file yet. Search for Vision Casting Financial Planning, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46901): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.