PlannerFees

Vision Casting Financial Planning, LLC fees and pricing

Financial planner in Spokane, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 10, 2026, Vision Casting Financial Planning, LLC charges $400 an hour and a flat or project fee of $4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“January 8, 2026 7 Comprehensive Financial Planning Fee VCFP will assess an annual fee for Clients who select Comprehensive Financial Planning based upon an hourly rate of $400.”
Flat or project fee
$4,000
“If at the end of the year VCFP spent only 10 hours working on the Client’s financial plan, the Client will only have paid VCFP $4,000 (10 hours x $400 = $4,000).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vision Casting Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “All fees are negotiable, including financial planning fees, management fees, and speaking engagement fees.”
  • “Advisory fees may be paid through a one-time payment request or check for each billing period.”
  • “The invoice will include the fee(s) charged, the formula used to calculate the fee(s), the fee calculation itself, the time period covered by the fee(s), and if applicable, the amount of assets under management on which the fee is based.”

How Vision Casting Financial Planning, LLC’s fees compare

  • Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
  • 9 of the 13 other planners in Spokane that publish an hourly rate charge less.
  • Its flat or project fee of $4,000 is above the Washington median of $3,250. 58% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 9 of the 9 other planners in Spokane that publish a flat or project fee charge less.

About Vision Casting Financial Planning, LLC

“Vision Casting Financial Planning helps Clients be purposeful with their finances by setting clear goals for themselves and their families by casting a financial vision.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kurt Heineman
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
22
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$14,424,384
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
313535
Website
visioncastingfinancial.com (opens in new tab)
Phone
(509) 795-1718

Other planners in Spokane that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.