Kurt Heineman
Vision Casting Financial Planning, LLC · Spokane, Washington
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.
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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 | $14.4M across 129 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
How Kurt's firm compares
- Vision Casting Financial Planning, LLC's average account is about $112,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Kurt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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