VisionQuest Financial Planning offers project-based financial planning and investment consultation services. They work with individuals, families, businesses, trusts, and other entities. VisionQuest Financial Planning does not take custody of client assets or initiate transactions. They provide advice and recommendations, but clients make the final investment decisions. Services include financial plans, investment plans, and financial consultations.
Assets Under ManagementN/A
Clients100
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
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