Envision Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The Advisor charges hourly financial planning fees for financial project engagements or ongoing financial advice at $200 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“The fixed fee can range between $2,500.00 and $10,000.00.”

Monthly fee

$350⁠-⁠$1,000/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 to $10,000 based on complexity and needs of the client and an ongoing fee that is paid either monthly or quarterly as determined by the client, in arrears, at the rate of $350 - $1,000 per month or $1,050 -…”

Quarterly fee

$1,050⁠-⁠$3,000/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Envision Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Should the client terminate the engagement after 5 days of signing the contract, the work done by the Advisor will be prorated and the balance refunded to the client.”
• “If the client terminates the investment advisory agreement during the engagement, the client will be charged a pro-rata portion of the advisory fee for the time spent on behalf of the client up to the date of termination.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, 7 EFP will not bill an amount above $500.00 more than 6 months in advance.”

How Envision Financial Planning’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 14 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Envision Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299938

Website

envisionfinplan.com (opens in new tab)

Phone

(415) 710-9251

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco