# Dana Shankle

> Dana Shankle is a fee-only financial advisor at Envision Financial Planning in Memphis, Tennessee. Envision Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dana-shankle/
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
- **CRD:** 8275952 (https://adviserinfo.sec.gov/individual/summary/8275952)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.envisionfptn.com/

## Frequently asked questions

### Is Dana Shankle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana 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 Dana charge for financial advice?

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

### Where is Dana Shankle based?

Dana Shankle is based in Memphis, Tennessee.

### Is Dana Shankle registered with the SEC?

Yes. Dana Shankle is registered as an investment adviser representative in TN (CRD 8275952), 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 Dana Shankle?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8275952): 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.