Envision Financial Planning
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Envision Financial Planning offers financial planning and investment advisory services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management provides continuous advice based on individual client needs and goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
The annual fees are negotiable.
Fee Estimator
Financial plans are charged a flat fee between $2,500 and $10,000, depending on complexity. Hourly financial planning is available at $200 per hour. Comprehensive financial planning has an upfront charge of $500 to $10,000, plus an ongoing monthly fee of $350-$1,000 or quarterly fee of $1,050-$3,000. Investment advisory fees are based on assets under management (see table).
Areas of Practice
Location
CA, United States
