Stacey Hyde
Envision Financial Planning, LLC · Memphis, Tennessee
Stacey Hyde is a fee-only financial advisor at Envision Financial Planning, LLC in Memphis, Tennessee, who holds the CFA, CFP and CPA credentials. Stacey focuses on retirement planning, tax planning and estate & legacy planning. Envision Financial Planning, LLC reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Envision Financial Planning, LLC |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $462.5M across 839 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in TN, TX · CRD 2656216 |
| Exams passed | Series 63 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | envisionfptn.com |
| Profile |
How Stacey's firm compares
- Envision Financial Planning, LLC's average account is about $551,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Stacey
Is Stacey Hyde a fee-only financial advisor?
Yes. Stacey Hyde is listed in 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 Stacey's firm.
How does Stacey charge for financial advice?
Stacey's firm, Envision Financial Planning, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stacey Hyde based?
Stacey Hyde is based in Memphis, Tennessee.
What does Stacey specialize in?
Stacey's specialties include retirement planning, tax planning and estate & legacy planning. Stacey works with retirees and pre-retirees.
What credentials does Stacey Hyde hold?
Stacey Hyde holds the CFA, CFP and CPA credentials.
Is Stacey Hyde registered with the SEC?
Yes. Stacey Hyde is registered as an investment adviser representative in TN and TX (CRD 2656216), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Envision Financial Planning, LLC manage?
Envision Financial Planning, LLC reports $462.5M across 839 accounts in assets under management.
How do I contact Stacey Hyde?
Through Stacey's website, envisionfptn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Envision Financial Planning, LLC 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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