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ENVISION FINANCIAL PLANNING, LLC
CRD 321790File 801-125874
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$462.5M
Above cohort median (national)
Discretionary AUM
$356.4M
Non-discretionary $106.0M
Clients
276
839 accounts
Employees
6
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 13, 2022
- Principal office
- 5100 POPLAR AVENUE,, SUITE 2428, MEMPHIS, TN, 38137
- Phone
- 901-422-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $462.5M
- Discretionary AUM
- $356.4M
- Non-discretionary AUM
- $106.0M
- Discretionary accounts
- 741
- Non-discretionary accounts
- 98
- Total accounts
- 839
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $103K |
| High net worth individuals | 123 | $302.5M |
| Pension and profit sharing plans | 8 | $98.0M |
| Individuals (other than high net worth individuals) | 145 | $61.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.