Sean Gerlin
Envision Financial Services & Asset Management · Maitland, Florida
Sean Gerlin is a fee-only financial advisor at Envision Financial Services & Asset Management in Maitland, Florida, who holds the CFP, ChFC and CPWA credentials. Sean focuses on tax planning, estate & legacy planning and retirement planning. Envision Financial Services & Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Founders
Facts
| Firm | Envision Financial Services & Asset Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $61.2M across 155 accounts |
| Credentials | CFP · ChFC · CPWA · CLU |
| SEC registration | Investment adviser representative in FL · CRD 6036810 |
| Exams passed | Series 63 (2012) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | envisionplanners.com |
| Profile |
How Sean's firm compares
- Envision Financial Services & Asset Management's average account is about $395,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Sean
Is Sean Gerlin a fee-only financial advisor?
Yes. Sean Gerlin is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sean's firm.
How does Sean charge for financial advice?
Sean's firm, Envision Financial Services & Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Gerlin based?
Sean Gerlin is based in Maitland, Florida.
What does Sean specialize in?
Sean's specialties include tax planning, estate & legacy planning, retirement planning, equity compensation, small business owners and real estate investors. Sean works with executives, high earners and founders.
What credentials does Sean Gerlin hold?
Sean Gerlin holds the CFP, ChFC, CPWA and CLU credentials.
Is Sean Gerlin registered with the SEC?
Yes. Sean Gerlin is registered as an investment adviser representative in FL (CRD 6036810), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Envision Financial Services & Asset Management manage?
Envision Financial Services & Asset Management reports $61.2M across 155 accounts in assets under management.
How do I contact Sean Gerlin?
Through Sean's website, envisionplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Envision Financial Services & Asset Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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