ENVISION FINANCIAL PLANNING, LLC

5100 Poplar Avenue,
Suite 2428
Memphis, Tennessee 38137
Tel: 901-422-7526

About ENVISION FINANCIAL PLANNING, LLC

ENVISION FINANCIAL PLANNING, LLC, formally registered with the SEC as ENVISION FINANCIAL PLANNING, LLC. The firm was established in 06/13/2022. They have over 1 offices throughout the country.

ENVISION FINANCIAL PLANNING, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $331,440,524 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321790
SEC#	801-125874
Assets Managed by Firm	$331,440,524
No. of Clients	513
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	513	$331,440,524
Individuals (other than high net worth individuals)	142	$63,079,645
High net worth individuals	71	$181,197,229

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