VISION CASTING FINANCIAL PLANNING, LLC

Overview

Vision Casting Financial Planning, LLC is a small, independent RIA that serves individual and family clients with fee-based financial planning and portfolio management. The firm shows a clear tilt toward equities: exchange-traded equities are the single largest asset type on its books and account for more than half of reported assets. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The adviser is not an active ESG investor and does not identify as a multi-state or pension consultant adviser. Investment implementation appears centered on liquid marketable securities—ETFs and individual equities—supplemented by mutual funds and targeted allocations to real estate through third-party managers. The firm uses a mix of discretionary and non-discretionary relationships, with the majority of assets managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices