# Vision Casting Financial Planning, LLC

> Vision Casting Financial Planning, LLC is a state-registered investment advisory firm in Spokane, WA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 313535
- Filed as: VISION CASTING FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313535
- AdvisorCensus page: https://advisorcensus.com/firm/vision-casting-financial-planning-llc-spokane-wa-313535

## Quick answers

**How is Vision Casting Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Casting Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vision Casting Financial Planning, LLC located?**
Vision Casting Financial Planning, LLC's principal office is in Spokane, WA, according to its Form ADV.

**Is Vision Casting Financial Planning, LLC registered with the SEC or a state?**
Vision Casting Financial Planning, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313535.

**How much does Vision Casting Financial Planning, LLC manage?**
Vision Casting Financial Planning, LLC reports $14,424,384 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (89% discretionary).

**What types of clients does Vision Casting Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Vision Casting Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313535

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $14,424,384
- Discretionary: $12,894,858
- Non-discretionary: $1,529,526

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,167,567 |
| High net worth individuals | Fewer than 5 | $9,014,404 |
| Charitable organizations | Fewer than 5 | $242,413 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visioncastingfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Casting Financial Planning, LLC (CRD 313535): Form ADV filing data as of October 2026.