Vision Casting Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vision Casting Financial Planning, LLC is an independent, fee-only adviser that provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates and charitable organizations. The firm offers tailored financial plans and ongoing portfolio supervision designed to align clients’ investments with their values and goals.
The firm operates under a fiduciary standard and uses a client-centered "Vision Casting" process to establish priorities, then implements investment policy statements, asset allocation, fundamental analysis, diversification and periodic rebalancing. Clients typically receive continual investment analysis and quarterly reviews, and the firm can manage accounts on a discretionary basis through commonly used custodians.
Distinctive features include an established practice of working with non-profit and charitable clients and a regular program of educational seminars and speaking engagements, sometimes provided pro bono to non-profit or educational hosts. The firm also integrates charitable-giving planning into client work, conducts church-based financial education (CREDO) activities amounting to roughly 80 hours per year, and maintains standing letters of authorization for a subset of client households.
Client services
Expertise
Fee options
$0 - $200,000: 1.00% $200,001 - $400,000: 1.00% to 0.50% $400,001 - $600,000: 0.75% to 0.50% $600,001 - $800,000: 0.67% to 0.50% $800,001 - $1,000,000: 0.62% to 0.50% $1,000,001 - $1,500,000: 0.60% to 0.40% $1,500,001+: 0.50%
$400 per hour for Comprehensive Financial Planning services.
Fee-only: Comprehensive Financial Planning billed at $400 per hour, annual fee negotiable and billed quarterly in arrears.
Main office
1124 West Riverside Avenue, Suite 305
Spokane WA 99201
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)