Envision Financial Planning, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFP.
- Its Form ADV reports 6 employees and 268 individual clients, 123 of them high net worth.
- Its average account is about $551,000 (assets it manages divided by its 839 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | envisionfptn.com |
| [email protected] | |
| Phone | (901) 422-7526 |
Questions about Envision Financial Planning, LLC
How is Envision Financial Planning, LLC paid?
Envision Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Envision Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Envision Financial Planning, LLC, and 4 hold the CFP.
What is the average account at Envision Financial Planning, LLC?
Envision Financial Planning, LLC's average account is about $551,000. That's the assets on its Form ADV divided by its 839 accounts.
What does Envision Financial Planning, LLC specialize in?
Envision Financial Planning, LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Envision Financial Planning, LLC fees
Envision Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $462 million |
| Individual clients | 145 |
| High-net-worth clients | 123 |
| Accounts managed | 839 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-125874) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 321790 |