Nathaniel Mayer
Envision Financial Planning · Memphis, Tennessee
Nathaniel Mayer 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.
Request an introduction to Nathaniel →
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 · CRD 7857715 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.envisionfptn.com |
How Nathaniel's firm compares
- Envision Financial Planning's average account is about $551,000, from its Form ADV (assets managed divided by 839 accounts).
Request an introduction to Nathaniel
Tell Nathaniel a little about what you're looking for. Nathaniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathaniel
Is Nathaniel Mayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?
Nathaniel's firm, Envision Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nathaniel Mayer based?
Nathaniel Mayer is based in Memphis, Tennessee.
What credentials does Nathaniel Mayer hold?
Nathaniel Mayer holds the CFP credential.
Is Nathaniel Mayer registered with the SEC?
Yes. Nathaniel Mayer is registered as an investment adviser representative in TN (CRD 7857715), 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 Nathaniel Mayer?
Through Nathaniel'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.
See something wrong? Request a correction. Read our methodology.