Envision Financial Services & Asset Management

Envision Financial Services & Asset Management at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 36 individual clients, 24 of them high net worth.
• Its average account is about $395,000 (assets it manages divided by its 155 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Envision Financial Services & Asset Management fees

Envision Financial Services & Asset Management 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

Advisors at this firm (1)

• Sean Gerlin

  CFP · ChFC · CPWA

Other fee-only firms in Maitland

• Envision Wealth Planners
• Equistar Wealth Management
• Gen² Advisors
• Moss & Company, P.A.
• Olivar & Greb Capital Management
• RD Lewis Wealth Management
• Thistle Wealth Management
• Dorman Financial Management, P.A.

Fee-only advisors in Florida