Envision Wealth Planners fees and pricing
Financial planner in Maitland, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 17, 2026, Envision Wealth Planners charges a flat or project fee of $2,500-$18,000 and a monthly fee of $200-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$18,000
“The fixed fee can range between $2,500 and $18,000.”
- Monthly fee
- $200-$1,500/mo
“Fees for held away account management are calculated and billed quarterly at the end of each quarter based on the account value at the end of the billing period, except for accounts onboarded during a billing quarter, which will be billed at the end of the quarter based upon the number of days the account was…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Envision Wealth Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
- “The fee may be negotiable in certain cases.”
How Envision Wealth Planners’ fees compare
- Its flat or project fee of $2,500-$18,000 spans the Florida median of $4,900. 79% of the 320 other Florida planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Maitland that publish a flat or project fee charge less.
About Envision Wealth Planners
- Principal: Sean Gerlin
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $61,184,151
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298244
- Phone
- (407) 720-6535
Other planners in Maitland that publish fees
- Gen2 Advisors, LLCMaitland$10,000-$25,000
- RD Lewis Wealth ManagementMaitland$125-$250/hr
- Skadvisors, LLCMaitland$450/hr
- Thistle Wealth Management, LLCMaitland$300/hr, $5,000
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.