Lenward Jones
Envision Planning · Hendersonville, North Carolina
Lenward Jones is a fee-only financial advisor at Envision Planning in Hendersonville, North Carolina, who holds the ChFC credential. Lenward charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 1% a year on the first tier of assets managed).
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Facts
| Firm | Envision Planning |
|---|---|
| Based in | Hendersonville, North Carolina |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · 1% a year on the first tier of assets managed |
| Assets under management | $10.4M across 51 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NC · CRD 7555147 |
| Disclosures | None reported |
| Website | www.envisionplanning.net |
How Lenward's firm compares
- A one-time plan starts at $1,000, below the North Carolina median of $1,950 for fee-only firms that publish prices.
- Envision Planning's average account is about $204,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Lenward
Is Lenward Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lenward holds no broker registration, and Envision Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lenward charge for financial advice?
Lenward charges a percentage of assets and a one-time planning fee.
How much does Lenward charge?
According to Envision Planning's website, checked October 30, 2026: one-time plans from $1,000; 1% a year on the first tier of assets managed.
Where is Lenward Jones based?
Lenward Jones is based in Hendersonville, North Carolina.
What credentials does Lenward Jones hold?
Lenward Jones holds the ChFC credential.
Is Lenward Jones registered with the SEC?
Yes. Lenward Jones is registered as an investment adviser representative in NC (CRD 7555147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Envision Planning manage?
Envision Planning reports $10.4M across 51 accounts in assets under management.
How do I contact Lenward Jones?
Through Lenward's website, www.envisionplanning.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
- Envision Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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