Envision Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 25, 2026, reports $462M in regulatory assets under management, 6 employees, and 839 accounts.
Assets Under Management
$462M
Employees
6
Offices
--
Total Clients
276
Primary office
MEMPHIS, TN
5100 POPLAR AVENUE, SUITE 2428, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
145
2
HNWI
44.6%
123
3
Pension Plans
2.9%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$462Mas of March 25, 2026
Discretionary77.1%
$356M
77% of total RAUM77.1%
Non-discretionary22.9%
$106M
23% of total RAUM22.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$462M
Total Accounts839
10Y AUM Change+$462M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee46:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.