Vision Casting Financial Planning, LLC

RIASEC Registered

Total AUM

$14.4M

Discretionary

$12.9M

89% of AUM

Avg account

$112K

Accounts

129

Employees

Advisory reps

Firm details

Headquarters: Spokane, Washington
CRD number: 313535
Website: www.visioncastingfinancial.com
Custodians: THE VANGUARD GROUP, INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI62.49%
Individuals35.83%
Charitable Organizations1.68%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vision Casting Financial Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm offers core financial planning and discretionary portfolio management for individuals and small businesses, and it runs educational seminars and workshops. Its fee model is flexible, combining asset-based fees with hourly and fixed-fee arrangements and other billing approaches. Vision Casting is not positioned as a capital allocator or pension consultant, does not advertise multi-state advisory operations, and does not identify as an active ESG investor.