Vision Casting Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,424,384
Total clients
22
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$655,654
About
Vision Casting Financial Planning serves individuals, trusts, entities, non-profit organizations and estates with tailored financial planning and ongoing investment advisory services. The firm delivers comprehensive financial plans and continual investment analysis, implementing recommendations through commonly used custodians (including Vanguard and Altruist) and providing either discretionary or non‑discretionary account management depending on client preference and custodian rules.
The firm states a fiduciary standard and uses a “Vision Casting” process to clarify clients’ values and goals, then translates those into an investment policy statement, asset allocation, and periodic rebalancing informed primarily by fundamental analysis. Onboarding typically gathers detailed information (income, net worth, tax status, risk tolerance, time horizon) and engagements generally include quarterly reviews with availability between meetings for client questions.
Notable distinctions versus many peers include an explicit focus on charitable giving and serving charitable organizations, plus regular educational outreach and public speaking (including an ongoing church‑based financial education program), services that are statistically uncommon among independent advisers. The firm also documents the use of standing letters of authorization for some households and makes discretionary authority contingent on the custodian selected, which can be relevant to how clients choose to structure advisory relationships.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Financial education
Expertise
Cash flow / budgeting
Business ownership considerations
Debt management
College savings (529s, UTMA, etc.)
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%
$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.
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:
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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
Quick links
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