ENVISION WEALTH PLANNING INC.

Overview

Envision Wealth Planning Inc. operates as an independent registered investment adviser focused on serving individuals, families and select institutional clients. The firm acts as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory menu includes pension consulting, selection of third‑party advisers and educational workshops, indicating a consultative model that blends ongoing investment management with planning and manager‑selection services. Fee arrangements are flexible: the firm uses asset‑based fees alongside hourly and fixed fees, which supports single‑engagement planning work as well as ongoing portfolio relationships. Envision does not position itself as an ESG investor and is not structured as a multi‑state adviser. The firm lists an insurance company among its industry affiliations, suggesting access to insurance solutions as part of its planning toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices