VISION CASTING FINANCIAL PLANNING, LLC

VISION CASTING FINANCIAL PLANNING, LLC of SPOKANE, WA is an SEC-registered investment adviser (CRD 313535). Regulatory assets under management: $14.4M.

Registration

• CRD: 313535
• Type: Registered investment adviser
• Location: 1124 WEST RIVERSIDE AVENUE, SPOKANE, WA, 99201
• Phone: 509-795-1718
• Latest filing: 2026-07-10
• Regulatory AUM: $14.4M
• Discretionary AUM: $12.9M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search