Visionquest Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
100
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$0
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
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
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 location
Visionquest Financial Planning LLC
200 E. Big Beaver
Troy MI 48083, United States
Number of offices
1
Most active in
Visionquest Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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.
-
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.
Forms ADV
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")