Envision Wealth Planners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,209,929
Clients
36
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$1,478,054
About
Envision Financial Services & Asset Management provides investment management, comprehensive financial planning, and ongoing planning services to individuals, high‑net‑worth clients and businesses. The firm reports roughly $49 million in discretionary assets across 37 client relationships and delivers tailored portfolios and written financial plans based on client goals, time horizon and risk tolerance.
Portfolios are managed on a discretionary basis and combine passive index allocations with active strategies and, when suitable, alternative investments or third‑party managers. The adviser employs multiple analytical methods — including fundamental, technical, cyclical and charting analysis — and monitors outside managers and holdings as part of its due‑diligence process.
Notable aspects compared with many peers include a stated $1 million account minimum (with exceptions), a choice of planning engagement styles from fixed‑fee plans to ongoing monthly retainer relationships, and the management of held‑away retirement accounts via a third‑party aggregation platform that preserves client custody. The firm also discloses the use of third‑party solicitors (including a referral relationship with Wealthramp) and the principal’s multiple advanced professional credentials, which align with a wealth‑management orientation.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Private / alternative investments
Business ownership considerations
General estate planning guidance
Fee options
Financial Planning fixed fees range from $2,500 to $18,000, negotiable.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.80% $2,500,000 - $4,000,000: 0.60% $4,000,000+: 0.50%
Account minimum: $1,000,000 (may accept smaller accounts in certain circumstances)
Main office location
Envision Wealth Planners
Maitland FL, United States
Number of offices
1
Most active in
Envision Wealth Planners has reported serving >5 clients in these states in the last 12 months.
Florida
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 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")