Envision Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Envision Financial Planning is a state-registered advisory firm that provides financial planning and investment advisory services to individuals and high-net-worth clients, including comprehensive planning across retirement, tax, estate, cash flow, insurance, and college-savings topics. The firm also offers managed investment portfolios and conducts educational seminars and speaking engagements for groups.
The brochure describes a discretionary, asset-allocation approach that emphasizes passive investment management—building portfolios from index mutual funds and ETFs—and uses fundamental analysis when performing investment analysis and selection. Clients receive written or electronic financial plans and the firm describes ongoing monitoring and implementation services, while the filing notes the firm reported no discretionary or non‑discretionary assets under management as of the most recent reporting date.
Compared with many peers, the firm publicly discloses that it offers hourly financial planning engagements and runs public educational seminars on an “as announced” basis, features that are relatively uncommon among investment-manager firms. The firm is presented as a small, state-registered practice that combines asset-based advisory services with project and subscription-style planning offerings and explicit educational programming.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Debt management
Fee options
Financial planning fixed fees range from $2,500 to $10,000 depending on complexity; Comprehensive Financial Planning upfront fee $500 to $10,000 plus ongoing monthly fees $350 to $1,000 or quarterly $1,050 to $3,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.70%
$200 per hour, billed in 15-minute increments.
Account minimum: No minimum stated; firm maintains no asset net worth or minimum account size requirement but reserves the right to charge a minimum annual fee for ongoing investment advisory services. Fee-only: Firm is fee-only; does not accept commissions or compensation from sales of securities or investment products.
Main office location
Envision Financial Planning
San Francisco CA, United States
Number of offices
1
Most active in
Envision Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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