Warren McIntyre
VisionQuest Financial Planning LLC · Troy, Michigan
Warren McIntyre is a fee-only financial advisor at VisionQuest Financial Planning LLC in Troy, Michigan, who holds the CFP and MBA credentials. Warren focuses on flat-fee planning, retirement planning and tax planning. VisionQuest Financial Planning LLC reports charging fixed fees on its Form ADV.
Request an introduction to Warren →
Specialties
Facts
| Firm | VisionQuest Financial Planning LLC |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Fixed fees |
| Fees (firm's website) | One-time plans from $975 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MI · CRD 4600326 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | visionquestfinancial.com |
| Profile |
How Warren's firm compares
- A one-time plan starts at $975, in line with the Michigan median of $975 for fee-only firms that publish prices.
Request an introduction to Warren
Tell Warren a little about what you're looking for. Warren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Warren
Is Warren McIntyre a fee-only financial advisor?
Yes. Warren McIntyre is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Warren's firm.
How does Warren charge for financial advice?
Warren's firm, VisionQuest Financial Planning LLC, reports charging fixed fees on its SEC Form ADV.
How much does Warren charge?
According to VisionQuest Financial Planning LLC's website, checked October 28, 2026: one-time plans from $975; no asset minimum.
Does Warren work with clients virtually?
Yes. VisionQuest Financial Planning LLC says on its website that it works with clients remotely.
Where is Warren McIntyre based?
Warren McIntyre is based in Troy, Michigan.
What does Warren specialize in?
Warren's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning.
What credentials does Warren McIntyre hold?
Warren McIntyre holds the CFP and MBA credentials.
Is Warren McIntyre registered with the SEC?
Yes. Warren McIntyre is registered as an investment adviser representative in MI (CRD 4600326), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Warren McIntyre?
Through Warren's website, visionquestfinancial.com.
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
- VisionQuest Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
See something wrong? Request a correction. Read our methodology.