Clayton Chapman
Envision Financial Planning · Memphis, Tennessee
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.
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Facts
| Firm | Envision Financial Planning |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $462.5M across 839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 5688649 |
| Exams passed | Series 63 (2009) · Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.envisionfptn.com |
How Clayton's firm compares
- Envision Financial Planning's average account is about $551,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Clayton
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.
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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