Eric Heineman
Eric Heineman is a CFP-designated registered investment advisor at Vision Casting Financial Planning, LLC, based in Spokane, WA, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 22 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $800K | 0.67% |
| $800K - $1.0M | 0.62% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Maximum fee is capped at $30,000 per year. All fees are negotiable.
Fee Estimator
Contact
Eric Heineman
Location
1124 West Riverside Avenue, Suite 305, Spokane, WA, 99201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is a finance faculty member at Credo, providing wellbeing education to Presbyterian Pastors since 2024. He dedicates two weeks per year to this non-investment related activity.
Employment History
Current Registrations
Vision Casting Financial Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
My name is Kurt Heineman. I am a CERTIFIED FINANCIAL PLANNER™ and I am the owner of Vision Casting Financial Planning, LLC.
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