PlannerFees

Visionquest Financial Planning LLC fees and pricing

Financial planner in Troy, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 4, 2026, Visionquest Financial Planning LLC charges a flat or project fee of $1,500⁠-⁠$1,875 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$1,875
“The majority of initial engagements are quoted and charged based on the following schedule: * » Financial Plan Investment Plan Financial Consultation $1,875 ($1,500 for less complex plans) $1,500 $ 975 The client may re-engage the firm as desired — and we recommend periodic check-ups — but it is the client's…”

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

How Visionquest Financial Planning LLC bills

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

  • “The exact fee is quoted to the client in advance of work being performed.”
  • “Invoices or receipts are not presented to the client.”

How Visionquest Financial Planning LLC’s fees compare

  • Its flat or project fee of $1,500-$1,875 is below the Michigan median of $3,250. 28% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 4 of the 9 other planners in Troy that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Visionquest Financial Planning LLC

“The firm exclusively provides project-based financial planning and investment advisory services on a fee-for-service basis. The firm provides financial planning and investment consultation services which may be either broad-based or modular as the client may desire.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Warren F. Mcintyre
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Clients
100
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
123402
Website
visionquestfinancial.com (opens in new tab)
Phone
(248) 619-3978

Other planners in Troy 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.