Envisionvest
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$838,238
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
20% 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
10
LowAverage account size
$83,824
About
Envisionvest serves individuals, trusts, business clients and employer-sponsored retirement plans, offering portfolio management, ongoing financial planning and retirement-plan consulting. Its advisory services are delivered through both discretionary and non-discretionary managed portfolios (an unbundled EPM program or the Envisionvest Wrap-Fee Program), plus educational workshops, seminars and digital classes.
The firm builds diversified portfolios that emphasize mutual funds and ETFs (with common stock for accounts $250,000+), uses an unconstrained asset-allocation methodology, may utilize sub‑advisors, and supports fractional-share investing for accessibility. For plan clients it provides non‑discretionary 3(21) plan-level investment fiduciary services, model asset allocations and a Financial Wellness Benefit that combines group education with optional individual planning tools and payroll-deducted participation.
Compared with many solo independent advisers, Envisionvest’s sponsorship of a bundled wrap-fee program, its delivery of pension consulting and employer-focused financial wellness programs, and its regular public workshops are atypical. The firm is also affiliated with an insurance business and discloses that related persons may act as insurance agents and receive commissions for insurance or annuity sales, a relationship the brochure identifies as a potential conflict of interest that clients are not required to accept.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Business exit / sale strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning upfront fee from $400 to $100,000; project based split billing available
$0 - $500,000: 1.50% $501,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$400 per hour
Financial Wellness Benefit subscription fees: $1200 per year for up to 2 goals; $4000 per year for 3 or more goals
Account minimum: $20.00 Fee-only: Financial planning ongoing fees: upfront $400 to $100,000; monthly/quarterly $100 to $50,000; hourly rate $400 per hour; Financial Wellness Benefit $1200 to $4000 per year
Main office location
Envisionvest
2700 Post Oak Blvd, 21 St Floor
Houston TX 77056, United States
Number of offices
1
Most active in
Envisionvest has reported serving >5 clients in these states in the last 12 months.
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:
-
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.
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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.
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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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