Envision Wealth Planning Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,313,479
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
106
3% high-net worth
Advisors
1
of 2 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
106
Very HighAverage account size
$201,071
About
Envision Wealth Planning provides discretionary asset management, financial planning (one‑time, consultation, and ongoing), and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm typically charges percentage‑of‑assets‑under‑management fees and manages client portfolios directly or through sub‑advisors and third‑party money managers.
The firm’s investment process combines fundamental analysis and Modern Portfolio Theory, grants Envision discretionary trading authority, and documents client goals and risk tolerance with at least quarterly reviews and rebalancing as needed. It also operates a five‑step “Envisioneering” financial planning process, uses a third‑party platform to manage held‑away retirement accounts, and provides participant education and ERISA 3(21)/3(38) plan services for qualified retirement plans.
Noteworthy distinctions disclosed in the brochure include an affiliated insurance business (Envision Insurance Services, LLC) and disclosed referral arrangements with third‑party money managers, including a formal referral agreement with First Affirmative for certain sustainable investment solutions; these relationships can result in separate commissions or referral fees and additional sub‑advisor/TPM fees. The firm also offers educational seminars and paid speaking engagements as part of its client education and plan‑participant services, which is less common among peers of similar size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Student loan debt
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Parents
Mid-Career Professionals
Fee options
Financial planning fixed fees ranging from $3,600 to $72,000 for initial planning; consultation fees between $1,200 and $7,200 depending on service; speaking engagements starting at $5,000 per half-day.
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.85% annually $5,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01 - $25,000,000: 0.70% annually $25,000,000.01 - $50,000,000: 0.40% annually $50,000,000.01 - $100,000,000: 0.30% annually $100,000,000.01+: 0.25% annually
$400 per hour for ERISA Plan Services
Ongoing financial planning fees billed monthly, typically up to 50% of initial planning fees, for ongoing services.
Account minimum: $100,000 Fee-only: Financial planning fixed fees ranging from $1,200 to $72,000 depending on service complexity; hourly rate of $400/hour for ERISA Plan Services; consultation fees from $1,200 to $7,200 based on complexity; ongoing financial planning fees up to 50% of initial planning fee.
Main office location
Envision Wealth Planning Inc.
100 S. State St., Suite 455
Chicago IL 60603, United States
Number of offices
1
Most active in
Envision Wealth Planning Inc. has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Illinois · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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