Warren Mcintyre is a CFP-designated registered investment advisor at Visionquest Financial Planning LLC, based in Troy, MI, with 15 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 100 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
VisionQuest Financial Planning does not offer ongoing investment management services. They provide investment advice as part of their financial plan or investment plan services, which are offered for a flat fee.
Contact
Warren Mcintyre
Location
200 E. Big Beaver, Troy, MI, 48083
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Visionquest Financial Planning LLC
State Registrations1 state
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