VisionQuest Financial Planning LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 100 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | visionquestfinancial.com |
| [email protected] | |
| Phone | (248) 619-3978 |
Questions about VisionQuest Financial Planning LLC
How much does VisionQuest Financial Planning LLC charge?
VisionQuest Financial Planning LLC publishes these prices: one-time plan: from $975. We found this on its website, checked October 28, 2026.
Does VisionQuest Financial Planning LLC have an account minimum?
No. VisionQuest Financial Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is VisionQuest Financial Planning LLC paid?
VisionQuest Financial Planning LLC's Form ADV says it is paid by: fixed fees.
How many advisors does VisionQuest Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at VisionQuest Financial Planning LLC.
What does VisionQuest Financial Planning LLC specialize in?
VisionQuest Financial Planning LLC's advisors and website list flat-fee planning, retirement planning, tax planning and estate & legacy planning.
Is VisionQuest Financial Planning LLC accepting new clients?
Yes, according to VisionQuest Financial Planning LLC's website, checked October 28, 2026.
Does VisionQuest Financial Planning LLC work with clients virtually?
Yes. VisionQuest Financial Planning LLC's website says it works with clients virtually.
VisionQuest Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $975 |
|---|---|
| Account minimum | None |
In the firm's words
"Fee: $975" source
"There are no asset or income requirements to become a client." source
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
| Paid by | Fixed fees |
|---|---|
| Individual clients | 100 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 4, 2026 |
| SEC record | CRD 123402 |