Visionquest Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VisionQuest provides project‑based financial planning and investment consultation services primarily to individuals and families, and also accepts engagements from businesses, trusts, estates, charitable organizations and other entities. Services are delivered on a fee‑for‑service basis through modular engagements such as comprehensive financial plans, investment plans, and limited-duration consultations.
The firm operates on a non‑discretionary model and does not take custody of client assets; it delivers written recommendations and client education while leaving implementation and account custody to the client or their chosen service providers. Investment advice emphasizes long‑term, fundamental buy‑and‑hold strategies, diversified asset allocation, and a preference for low‑cost mutual funds and exchange‑traded funds.
Distinctive features include a flat, project‑based fee structure with published engagement fees and recurring‑client discounts rather than percentage‑of‑assets‑under‑management billing, and an explicit refusal to provide ongoing discretionary portfolio management or performance‑based fees. The firm also notes its ability to work with a broader set of entity clients and states it does not receive referral fees or maintain material affiliations with custodians or other financial firms.
Client services
Expertise
Fee options
Flat fees quoted and charged as a single flat-rate depending on the engagement; examples include $1,875 for Financial Plan, $1,500 for Investment Plan, $975 for Financial Consultation, and $900 or $975 for Financial Reviews with discounts for returning clients; consulting fees quoted per project.
Fee-only: Flat fees for financial planning and consultation services, e.g., $1,875 for Financial Plan, $1,500 for Investment Plan, $975 for Financial Consultation, $900 or $975 for Financial Reviews with discounts for recurring clients.
Main office
200 E. Big Beaver
Troy MI 48083
Advisors at this office
1
Most active in
Michigan
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:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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