Vision Casting Financial Planning, LLC (VCFP) is a fee-only registered investment advisor. VCFP offers financial planning and investment advisory services tailored to each client's individual needs. VCFP helps clients set clear financial goals and develop strategies to achieve them. Services are provided on both a non-discretionary and discretionary basis.
Assets Under Management$14M
Clients22
Advisors1
Avg. per Client$660K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
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.
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