Envisionvest fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Envisionvest charges an annual fee of $1,200⁠-⁠$4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,200⁠-⁠$4,000/yr; “In the case where an employee has access to participate, a Participant will be charged $1200 per year for up to two (2) personal goals and $4000 per year for three (3) or more goals.”

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

“Fees for the programs offered by Envisionvest are negotiable and differ among clients based on a number of factors including the type and size of the account(s) or client relationship.”
“The annual fee is billed quarterly in arrears, calculated and deducted no less frequently than quarterly for a Service Period. e.”
“The Initial fee will be the amount prorated for the number of days remaining in the quarter in the event the Agreement is executed at any time other than the first day of a Service Period. f.”

Its annual fee of $1,200-$4,000 is below the Texas median of $6,000. 28% of the 106 other Texas planners that publish an annual fee charge less.
8 of the 16 other planners in Houston that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

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: 1.5% a year
Clients: 10
Employees: 1
Works with: Individuals, high net worth individuals, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $838,238
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 289132
Website: envisionvest.com (opens in new tab)
Phone: (713) 589-6966

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