ENVISION PLANNING, LLC

Overview

Envision Planning, LLC is a small, independent registered investment adviser operating under individual ownership and focused on serving individuals, families and small-business clients. The firm charges fees as a percentage of assets under management and centers its advisory practice on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Envision also lists accounting as a core business activity, indicating the firm likely integrates tax-aware planning into its advice and portfolio construction. Investment activity shows a clear preference for pooled public vehicles: the majority of client assets are held in mutual funds and other public fund structures. The firm does not position itself as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Alternatives exposure exists but is implemented via third‑party external managers rather than through direct private investment sourcing.

Assets & Accounts

Investments & Alternatives

Location & Offices