# Envision Financial Planning, LLC

> 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.

- CRD: 321790
- Filed as: ENVISION FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321790
- AdvisorCensus page: https://advisorcensus.com/firm/envision-financial-planning-llc-memphis-tn-321790

## Quick answers

**How is Envision Financial Planning, LLC compensated?**
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.

**How much does Envision Financial Planning, LLC charge?**
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.

**Where is Envision Financial Planning, LLC located?**
Envision Financial Planning, LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Envision Financial Planning, LLC registered with the SEC or a state?**
Envision Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321790.

**How much does Envision Financial Planning, LLC manage?**
Envision Financial Planning, LLC reports $462,462,965 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (77% discretionary).

**How have Envision Financial Planning, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Envision Financial Planning, LLC serve?**
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).

**Which custodians does Envision Financial Planning, LLC use?**
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.

**Does Envision Financial Planning, LLC report any disciplinary disclosures?**
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

**What changed in Envision Financial Planning, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $250 an hour (financial planning services)

> 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.

- Hourly rate: $500 an hour (Wealth Management Consulting Program)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $462,462,965
- Discretionary: $356,427,477
- Non-discretionary: $106,035,488

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $61,837,759 |
| High net worth individuals | 123 | $302,507,127 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $98,014,685 |
| Charitable organizations | Fewer than 5 | $103,394 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, LA, MO, MS, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisionfptn.com
- Facebook @Envisionfptn
- LinkedIn @envisionfptn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $186,757,849 | 5 | September 30, 2022 |
| October 2023 | $271,433,612 | 5 | March 30, 2023 |
| October 2024 | $331,440,524 | 5 | September 30, 2024 |
| October 2025 | $390,967,161 | 6 | March 31, 2025 |
| October 2026 | $462,462,965 | 6 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $390,967,161 to $462,462,965 (+18%).
- Registered or notice-filed in LA, MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envision Financial Planning, LLC (CRD 321790): Form ADV filing data as of October 2026.