Envision Financial Planning, LLC fees and pricing
Financial planner in Memphis, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Envision Financial Planning, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Envision Financial Planning Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Envision Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual account management fee is payable quarterly in advance and is computed as one-quarter of the annual fee based on the AUM on the last business day of the previous calendar quarter.”
- “Likewise, in the event Envision Financial Planning, LLC bills clients in arrears for services that have already been rendered, Envision Financial Planning, LLC will prorate such fees up to the termination date of the advisory agreement.”
- “The management fee is billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account.”
How Envision Financial Planning, LLC’s fees compare
- Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 8 of the 10 other planners in Memphis that publish an hourly rate charge less.
About Envision Financial Planning, LLC
“Envision Financial Planning was founded with the goal of offering comprehensive financial planning and investment advice to help clients live more confident, secure lives. Available Envision Financial Planning, LLC offers a suite of investment advisory services and programs to its advisors for use with their clients.”
- Firm size: 6 employees.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 268
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $462,462,965
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321790
- Phone
- (901) 422-7526
Can advise clients in 9 states: Arkansas, Florida, Louisiana, Missouri, Mississippi, North Carolina, South Carolina, Tennessee, Texas
Other planners in Memphis that publish fees
- Brandon Financial Planning, Inc.Memphis$500/hr
- Cothran Capital, LLCMemphis$300/hr, $495
- Crest Private Wealth, LLCMemphis$500-$600/hr, $1,000-$40,000
- Dogwood Financial PlanningMemphis$300/hr, $500
- Eaglestrong FinancialMemphis$200/hr, $100-$500/mo
- Kimery Wealth Management, LLCMemphis$350/hr, $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.