Vision Casting Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,181,971
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$644,635
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
Financial planning
Portfolio management
Educational seminars or workshops
Financial education
Expertise
General retirement planning
Income planning
Charitable giving & philanthropy
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 location
Vision Casting Financial Planning, LLC
1124 West Riverside Avenue, Suite 305
Spokane WA 99201, United States
Number of offices
1
Most active in
Vision Casting Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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