Advisor at Envision Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Envision Planning, LLC
Location
Hendersonville, NC 28739-3233
Credentials
ChFC®
Industry experience
3 years
Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.
Based on Envision Planning, LLC
$0 - $100,000: 1.00% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
Account minimum: $5,000 (may be waived at sole discretion of Advisor) Fee-only: Financial planning fees of $1,000 - $2,000 depending on complexity, billed upon receipt; credited toward wealth management fees if hired within one year.
100 Chadwick Square Court, Suite E
Hendersonville, NC 28739-3233
North Carolina
Envision Planning, LLC
2022 - Present (4 years)
Biltmore Baptist Church
2005 - 2019 (14 years)
Wesley Jones CPA PLLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Fletcher, NC
Carrington Financial Planning, LLC
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives. I also believe that good financial planning must be collaborative in order to be successful. I work with clients through every step of the process on the way to achieving financial peace of mind. As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion. That means that I view investment portfolios as just one component of a client’s financial picture. Good comprehensive financial planning should bring together all aspects of your financial life. With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
Series 63, Series 65
Fletcher, NC
Brick Street Equity Management, LLC
CFP®, PFS™, Series 63
Brevard, NC
Encompass Advisors, Ltd.
Series 65
Hendersonville, NC
Veritas Investment Advisory Group LLC
Series 66
Mills River, NC
C2 Financial Planning LLC
CFP®, Series 65
Arden, NC
Kenneth Frenke & Co
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