Envision Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Envision Financial LLC is an SEC-registered advisory firm that works primarily with high‑net‑worth and ultra‑high‑net‑worth individuals, corporate executives, business owners, family trusts and personal retirement plans, generally targeting relationships with at least $1,000,000 of marketable assets. The firm provides investment advisory, financial planning, tax, estate planning, and trust administration services and typically manages client portfolios on a discretionary basis.
The firm emphasizes asset allocation as the principal investment decision and uses a proprietary cash‑flow Monte Carlo modeling tool to analyze long‑term capital sufficiency and set allocation targets; implementation commonly uses ETFs and institutional mutual funds while also considering individual securities, separately managed accounts, structured notes, limited partnerships and other alternatives when appropriate. Portfolios are monitored weekly for drift versus targets, deviations are flagged for review and rebalancing, and clients receive quarterly performance reports with an offer of quarterly review meetings.
Envision’s team includes licensed accountants and personnel with significant tax and accounting experience, and the firm separately charges for tax and trust administration services — a capability and fee arrangement that is uncommon among similar team advisors. With four advisors overseeing roughly $353 million for about 125 clients, Envision runs a concentrated, fee‑only, percentage‑of‑AUM practice focused on affluent and business‑owner clients and generally does not serve non‑high‑net‑worth retail investors.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,500,000: 0.70% $1,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor; no commissions or product-based compensation
Main office
375 Bishops Way Suite 232
Brookfield WI 53005
Advisors at this office
4
Most active in
Florida · Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin E
CFP®, Series 63, Series 65
Brookfield, WI
Envision Financial LLC
Kevin Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is affiliated with Envision Financial LLC in Brookfield, WI, where he has worked since 2001, including a brief tenure at Thrivent Advisor Network, LLC from 2020 to 2021. His background includes nearly two decades at Kyle Financial Services prior to joining Envision Financial. Envision Financial LLC serves primarily high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans, focusing on clients with at least $1 million in marketable assets. The firm employs a disciplined asset allocation approach supported by proprietary cash-flow Monte Carlo modeling and offers services including investment advisory, financial planning, tax, estate planning, and trust administration.
Joshua P
CFA®, Series 63, Series 65
Brookfield, WI
Envision Financial LLC
Joshua Palleon is a CFA® charterholder with 27 years of experience in the financial services industry. He is currently with Envision Financial LLC and has held prior roles at BMO Wealth Management, BMO Harris Financial Advisors, M&I Investment Management Corp., and Strong Capital Management Inc. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, and family trusts. The firm emphasizes asset allocation as the principal investment decision and employs proprietary cash-flow Monte Carlo modeling to guide portfolio targets, managing client assets with a focus on ETFs, mutual funds, and various alternative investments.
Andrew P
Series 65
Brookfield, WI
Envision Financial LLC
Andrew Parey is a financial advisor at Envision Financial LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Envision Financial, he held positions at American Tack & Hardware, U.S. Bank, and Quandt, Berndt, & Company LLC. He studied at the University of Wisconsin-Madison from 2020 to 2024. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and retirement plans with at least $1,000,000 in marketable assets. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to manage portfolios primarily through ETFs and institutional mutual funds, while also offering tax and trust administration services.
Stephen W
CFP®, Series 65
Brookfield, WI
Envision Financial LLC
Stephen White is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He currently works at Envision Financial LLC and previously spent ten years at BMO Wealth Management US. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to guide investment decisions, typically implementing portfolios with ETFs and institutional mutual funds while monitoring and rebalancing client accounts regularly.
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