Advisor at Vision Casting Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vision Casting Financial Planning, LLC
Location
Spokane, WA 99201
Credentials
CFP®, Series 65
Industry experience
4 years
Eric Heineman is a CFP® and holds a Series 65 license, with four years of industry experience. He is the sole advisor at Vision Casting Financial Planning, LLC in Spokane, WA, where he has worked since 2021. Prior to this, he was involved with Trinity Presbyterian Church for six years. Heineman also serves as a finance faculty member for Credo, providing wellbeing education to Presbyterian pastors. Vision Casting Financial Planning serves individuals, trusts, entities, non-profit organizations, and estates with tailored financial planning and investment advisory services. The firm emphasizes a fiduciary standard and a “Vision Casting” process that aligns clients’ values and goals with investment strategies, with a notable focus on charitable giving and educational outreach.
Based on Vision Casting Financial Planning, LLC
Based on Vision Casting Financial Planning, LLC
$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%
$300 per hour for Comprehensive Financial Planning services, annual fee based on estimated hours.
Fee-only: Comprehensive Financial Planning billed at $300 per hour, annual fee negotiated based on estimated hours; Investment Management fees tiered as per above; no commissions or transaction fees charged by firm.
1124 West Riverside Avenue, Suite 305
Spokane, WA 99201
Washington
Vision Casting Financial Planning, LLC
2021 - Present (5 years)
Trinity Presbyterian Church
2018 - 2021 (3 years)
Trinity Presbyterian Church
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 65
Spokane, WA
Financial Trex, LLC
PFS™, Series 65
Spokane, WA
Chair Six Financial Planning, PLLC
CFP®
Cheney, WA
Spencer Financial Planning, LLC
Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel
Series 65
Spokane, WA
Upfront Financial Planning, LLC
Series 65
Spokane, WA
Ravenwood Capital Management, LLC
ChFC®, Series 66
Colbert, WA
Sound Advisory Services Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")