Envision Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,411,725
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
50
0% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$208,235
About
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 — and to a limited number of institutional‑type clients such as charitable organizations and accounting firms. The firm manages roughly $10 million across about 50 client relationships and offers both ongoing wealth‑management engagements and stand‑alone planning services.
The firm’s investment approach is primarily long‑term and fundamentally driven, using diversified mutual funds and ETFs while rebalancing or making shorter‑term trades when client objectives or market conditions warrant. Envision integrates financial planning into its advisory work, delivers educational seminars and workshops for groups, and monitors accounts on a regular basis under discretionary authority.
Notable distinctions include an affiliation with a separate tax preparation and tax‑planning practice operated by the firm’s principal, a linkage the firm discloses and that can produce tax‑planning referrals and integrated services. The firm predominantly charges percentage‑of‑assets fees (and credits planning fees toward advisory engagements in certain cases), serves uncommon client types for its peer group, and does not manage private funds.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
$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.
Main office location
Envision Planning, LLC
100 Chadwick Square Court, Suite E
Hendersonville NC 28739-3233, United States
Number of offices
1
Most active in
Envision Planning, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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