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, SEC-registered registered investment adviser that began SEC registration in 2022 and is organized as an LLC with individual ownership. The firm serves both individual and family clients as well as some institutional clients. Its stated service mix centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation is primarily fee-based, using a percentage-of-assets-under-management schedule supplemented by hourly charges for certain planning work. The firm does not identify as an active ESG investor.
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 6Grant Hall
Financial AdvisorCRD 7259548
Nathaniel Mayer
Associate AdvisorCRD 7857715
BRITT MYSZKA
Associate AdvisorCRD 5120517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$315M in ETFs
34%
$107M
53%
$208M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $25.6M | 560,272 | 8.10% |
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
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