Envision Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Envision Financial Services & Asset Management provides investment management, comprehensive financial planning, and ongoing planning services to individuals, high‑net‑worth clients and businesses. The firm reports roughly $49 million in discretionary assets across 37 client relationships and delivers tailored portfolios and written financial plans based on client goals, time horizon and risk tolerance.
Portfolios are managed on a discretionary basis and combine passive index allocations with active strategies and, when suitable, alternative investments or third‑party managers. The adviser employs multiple analytical methods — including fundamental, technical, cyclical and charting analysis — and monitors outside managers and holdings as part of its due‑diligence process.
Notable aspects compared with many peers include a stated $1 million account minimum (with exceptions), a choice of planning engagement styles from fixed‑fee plans to ongoing monthly retainer relationships, and the management of held‑away retirement accounts via a third‑party aggregation platform that preserves client custody. The firm also discloses the use of third‑party solicitors (including a referral relationship with Wealthramp) and the principal’s multiple advanced professional credentials, which align with a wealth‑management orientation.
Client services
Expertise
Fee options
Financial Planning fixed fees range from $2,500 to $18,000, negotiable.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.80% $2,500,000 - $4,000,000: 0.60% $4,000,000+: 0.50%
Account minimum: $1,000,000 (may accept smaller accounts in certain circumstances)
Main office
Maitland FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Envision Financial Services & Asset Management · Envision Financial Services & Asset Management, LLC · Envision Wealth Planners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")