Vision Casting Financial Planning, LLC

Vision Casting Financial Planning, LLC at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 1 employee and 22 individual clients.
• Its average account is about $112,000 (assets it manages divided by its 129 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Vision Casting Financial Planning, LLC fees

Vision Casting Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Eric Heineman

  CFP

• Kurt Heineman

  CFP