Eric Heineman
Eric Heineman is a CFP-designated registered investment advisor at Vision Casting Financial Planning, LLC, based in Spokane, WA, with 4 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
Vision Casting Financial Planning offers investment advice where they manage your investments for a fee based on the value of your portfolio. The annual fee varies depending on the amount of your assets, and there is a maximum annual fee of $30,000. The fee is billed quarterly. For example, if you have $100,000 under management, the annual fee will be $1,000.
Contact
Eric Heineman
Location
1124 West Riverside Avenue, Suite 305, Spokane, WA, 99201
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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.
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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.