Vision Casting Financial Planning, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 313535
· Spokane, WA
· www.visioncastingfinancial.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $14.4M
- Discretionary
- $12.9M
- Clients
- 22
- Avg AUM / client
- $656K
- Accounts
- 129
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $5.2M | 35.8% |
| High net worth individuals | Fewer than 5 clients | $9.0M | 62.5% |
| Charitable organizations | Fewer than 5 clients | $242K | 1.68% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Kurt Heineman | Registered representative | CFP | Jul 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEMINARS OR SPEAKING ENGAGEMENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Vanguard Marketing Corporation $11.4M (79% of AUM) Jul 2026
- Truist Financial Corp $766K (5% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗