Envision Financial Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Envision Financial Planning reports 276 clients. They include 145 individual clients, 123 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 77.1% ($356M across 741 accounts) are managed with discretion; $106M across 98 accounts are not. It advised 35 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 13% |
| High-net-worth individuals | 45% | 65% |
| Pension and profit-sharing plans | 3% | 21% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $61.8M | 13.4% | $426K |
| High-net-worth individuals | 123 | $303M | 65.4% | $2.46M |
| Pension and profit-sharing plans | 8 | $98M | 21.2% | $12.3M |
| Charitable organizations | Fewer than 5 | $103K | 0.0% | — |
| Total | 276 | $462M | 100% | — |
- Clients
- 145
- Regulatory AUM
- $61.8M
- AUM share
- 13.4%
- Avg. per client
- $426K
- Clients
- 123
- Regulatory AUM
- $303M
- AUM share
- 65.4%
- Avg. per client
- $2.46M
- Clients
- 8
- Regulatory AUM
- $98M
- AUM share
- 21.2%
- Avg. per client
- $12.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $103K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 276
- Regulatory AUM
- $462M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 35
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Envision Financial Planning is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- American Funds Program
- Clients in the American Funds Investment Advisory Funds program pay an annual fee of 0.25% of assets under management, charged quarterly in arrears.
- Financial Planning and Consulting
- Standard financial planning is $250 per hour; the consulting program is an annual fee, a flat fee, or an hourly rate not to exceed $500, negotiable.
Stacey Hyde owns 75% or more of Envision Financial Planning. The leadership team of Envision Financial Planning includes President Stacey Hyde and Chief Compliance Officer Clayton Chapman. It has 6 employees, 4 of them in advisory roles.
Leadership
- Stacey HydePresident and Owner
- Clayton ChapmanChief Compliance Officer, Portfolio Manager
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Envision Financial Planning, LLC
Stacey Hyde
Control person · since May 2022
- Owns 5% to 10% of Envision Financial Planning, LLC
Clayton Chapman
Control person · since May 2022
Envision Financial Planning’s regulatory assets grew Infinity× from $0 (May 2022) to $462M (March 2026); employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $462M | 276 | 6 | 1 |
| March 2025 | $391M | 265 | 6 | 1 |
| July 2024 | $331M | 224 | 5 | 1 |
| March 2023 | $271M | 208 | 5 | 1 |
| May 2022 | $0 | 0 | 5 | 1 |
Besides its headquarters, Envision Financial Planning has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 5100 Poplar Avenue,, Suite 2428, MemphisHQ
Contact and registration details
- Legal name
- Envision Financial Planning, LLC
- Headquarters
- 5100 Poplar Avenue,, Suite 2428, Memphis, TN 38137
- Website
- envisionfptn.com
- Phone
- 901-422-7526
- @envisionfptn
- SEC file
- 801-125874
- Structure
- Tennessee LLC
- Fiscal year end
- December
Envision Financial Planning uses Charles Schwab ($350M) as custodian for its separately managed accounts. Envision Financial Planning has custody of $2.57M in client assets for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $350M100%
At year end, Envision Financial Planning’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $307M across 55 positions; the largest are Fidelity Merrimack Str TR (9.0%), Dimensional ETF Trust (8.8%) and Capital Group Conservative E (6.8%).
What the accounts hold
- Stocks1%
- Funds94%
- Cash5%
Reported 13F holdings
- $307M
- Reported 13F value
- 55
- Positions
- 64.0%
- In the 10 largest
- +11.2%
- Value vs. prior quarter
- Fidelity Merrimack Str TR · Total BD ETF9.0%
- Dimensional ETF Trust · US Core EQT Mkt8.8%
- Capital Group Conservative E6.8%
- Dimensional ETF Trust · US High Prof ETF6.5%
- iShares TR · US Treas BD ETF6.3%
- iShares TR · Ibonds Dec 20336.2%
- Dimensional ETF Trust · Emgr Cre EQT Mng5.9%
- Dimensional ETF Trust · Intl Core EQT MK5.4%
- Dimensional ETF Trust · Intl High Profit4.9%
- iShares TR · Ibonds Dec 20314.4%
Together, the ten largest are 64.0% of reported value.
How many clients does Envision Financial Planning have?
Envision Financial Planning has 276 clients and manages $462 million for them, as of March 2026. They include 145 individual clients, 123 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Envision Financial Planning offer?
Envision Financial Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Envision Financial Planning use?
Envision Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $350M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Envision Financial Planning have?
Envision Financial Planning has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Envision Financial Planning invest in?
At the end of its last fiscal year, Envision Financial Planning’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Envision Financial Planning?
Envision Financial Planning’s direct owners are Stacey Hyde (75% or more) and Clayton Chapman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Envision Financial Planning get paid?
Envision Financial Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Envision Financial Planning?
Envision Financial Planning’s main office is at 5100 Poplar Avenue,, Suite 2428, Memphis, TN 38137. Its phone number is 901-422-7526. Its website is envisionfptn.com.