{
  "crd_number": 321790,
  "slug": "envision-financial-planning-llc-memphis-tn-321790",
  "primary_business_name": "ENVISION FINANCIAL PLANNING, LLC",
  "legal_name": "ENVISION FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-13",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 462462965.0,
  "raum_discretionary": 356427477.0,
  "raum_non_discretionary": 106035488.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 103394.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 61837759.0,
      "count": 145
    },
    "pension_profit_sharing": {
      "raum": 98014685.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 302507127.0,
      "count": 123
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "FL",
    "LA",
    "MO",
    "MS",
    "NC",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://envisionfptn.com",
    "https://facebook.com/Envisionfptn",
    "https://linkedin.com/company/envisionfptn"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321790",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/envision-financial-planning-llc-memphis-tn-321790",
  "display_name": "Envision Financial Planning, LLC",
  "summary": "Envision Financial Planning, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Envision Financial Planning, LLC (CRD 321790): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Envision Financial Planning, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Envision Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Envision Financial Planning, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (financial planning services); Hourly rate: $500 an hour (Wealth Management Consulting Program). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Envision Financial Planning, LLC located?",
      "a": "Envision Financial Planning, LLC's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Envision Financial Planning, LLC registered with the SEC or a state?",
      "a": "Envision Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321790."
    },
    {
      "q": "How much does Envision Financial Planning, LLC manage?",
      "a": "Envision Financial Planning, LLC reports $462,462,965 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (77% discretionary)."
    },
    {
      "q": "How have Envision Financial Planning, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Envision Financial Planning, LLC: Regulatory assets under management: $186,757,849 in the October 2022 data and $462,462,965 in the October 2026 data, up 148%. Total employees: 5 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Envision Financial Planning, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (123); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Envision Financial Planning, LLC use?",
      "a": "Envision Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Envision Financial Planning, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321790"
    },
    {
      "q": "What changed in Envision Financial Planning, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $390,967,161 to $462,462,965 (+18%). Registered or notice-filed in LA, MO."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 186757849.0,
      "total_employees": 5,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 271433612.0,
      "total_employees": 5,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 331440524.0,
      "total_employees": 5,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 390967161.0,
      "total_employees": 6,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 462462965.0,
      "total_employees": 6,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $390,967,161 to $462,462,965 (+18%).",
        "Registered or notice-filed in LA, MO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services)",
      "Hourly rate: $500 an hour (Wealth Management Consulting Program)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "Our standard fee schedule for financial planning services is $250 per hour. However, your advisor may quote you a fixed or project-based fee instead."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Wealth Management Consulting Program)"
        ],
        "quotes": [
          "Financial Planning and Consulting : The Envision Financial Planning Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Wealth Management Consulting Program"
        }
      ]
    },
    "quotes": [
      "Our standard fee schedule for financial planning services is $250 per hour. However, your advisor may quote you a fixed or project-based fee instead.",
      "Financial Planning and Consulting : The Envision Financial Planning Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/envision-financial-planning-llc-memphis-tn-321790.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 145,
      "fewer_than_5": false,
      "raum": 61837759.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 123,
      "fewer_than_5": false,
      "raum": 302507127.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 98014685.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 103394.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321790",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}