# Clayton Chapman

> Clayton Chapman is a fee-only financial advisor at Envision Financial Planning in Memphis, Tennessee, who holds the CFP credential. Envision Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/clayton-chapman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Envision Financial Planning
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $462.5M across 839 accounts
- **Credentials:** CFP
- **CRD:** 5688649 (https://adviserinfo.sec.gov/individual/summary/5688649)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (2009), Series 66 (2012)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.envisionfptn.com/

## Frequently asked questions

### Is Clayton Chapman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Clayton holds no broker registration, and Envision Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Clayton charge for financial advice?

Clayton's firm, Envision Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Clayton Chapman based?

Clayton Chapman is based in Memphis, Tennessee.

### What credentials does Clayton Chapman hold?

Clayton Chapman holds the CFP credential.

### Is Clayton Chapman registered with the SEC?

Yes. Clayton Chapman is registered as an investment adviser representative in TN and TX (CRD 5688649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Envision Financial Planning manage?

Envision Financial Planning reports $462.5M across 839 accounts in assets under management.

### How do I contact Clayton Chapman?

Through Clayton's website, www.envisionfptn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5688649): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.