Dana Shankle
Envision Financial Planning · Memphis, Tennessee
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.
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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 |
| SEC registration | Investment adviser representative in TN · CRD 8275952 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.envisionfptn.com |
How Dana'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 Dana
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.
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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