Envision Financial Planning, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 321790
- Registered since
- June 13, 2022
- Website
- www.envisionfptn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.41%
- Pension & Profit Sharing Plans21.19%
- Individuals13.37%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Envision Financial Planning, LLC is an independent, individual-owned RIA that registered with the SEC in 2022. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management, supplemented by hourly fees for certain services. Core advisory activities are financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Contacts
3 of 7
Jacob Ryan
Associate AdvisorCRD 7681570
Grant Hall
Financial GuideCRD 7259548
Nathaniel Mayer
Associate AdvisorCRD 7857715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$322M in ETFs
27%
$88.3M
58%
$234M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $27.6M | 607,288 | 8.57% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 5100 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Brandon Financial Planning, Inc.
RIAMemphis, TN
Kimery Wealth Management, LLC
RIAMemphis, TN
William Howard & Co Financial Advisors, Inc.
RIAMemphis, TN
Commerce Advisors, LLC
RIAMemphis, TN
Wolf River Capital Management, LLC
RIAMemphis, TN
Southernsun Asset Management LLC
RIAMemphis, TN