Bruce Konners
Envision Asset Management · Plantation, Florida
Bruce Konners is a fee-only financial advisor at Envision Asset Management in Plantation, Florida, who holds the CFA credential. Envision Asset Management reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Envision Asset Management |
|---|---|
| Based in | Plantation, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $55.8M across 27 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 5525631 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | envisionco.net |
| Profile |
How Bruce's firm compares
- Envision Asset Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Bruce
Is Bruce Konners a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Envision Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Envision Asset Management, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Bruce Konners based?
Bruce Konners is based in Plantation, Florida.
What credentials does Bruce Konners hold?
Bruce Konners holds the CFA credential.
Is Bruce Konners registered with the SEC?
Yes. Bruce Konners is registered as an investment adviser representative in FL (CRD 5525631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Envision Asset Management manage?
Envision Asset Management reports $55.8M across 27 accounts in assets under management.
How do I contact Bruce Konners?
Through Bruce's website, envisionco.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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