Firm
Envision Planning
Hendersonville, North Carolina
Fee-only
Envision Planning at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its average account is about $204,000 (assets it manages divided by its 51 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Hendersonville, North Carolina |
|---|---|
| Website | envisionplanning.net |
| Phone | (828) 435-3731 |
Envision Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Financial plans range from $1,000 - $2,000, depending upon complexity." source
"Up to $100,000 1.00%" source
"Financial plans range from $1,000 - $2,000, depending upon complexity." source
"Our investment advisory fees are based under Assets Under Management (AUM)." source
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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 50 |
| Accounts managed | 51 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 321791 |