Envision Wealth Planning Inc.

RIAState Registered

Total AUM

$21.5M

Discretionary

$21.5M

100% of AUM

Avg account

$123K

Accounts

175

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 298672
Website: envisionwealth.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals80.36%
HNWI18.63%
Charitable Organizations1.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Envision Wealth Planning Inc. is an independent, privately owned registered investment adviser that functions as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based financial planning and portfolio management, with services that extend to selection of other advisers, educational seminars and workshops, and pension consulting support. Its billed fee arrangements include assets-under-management percentages, hourly fees, fixed fees and other fee structures. Envision is not positioned as an ESG-focused investor and operates as a single-state adviser affiliated with an insurance company.