Envision Financial Planning, LLC
Envision Financial Planning, LLC is a Memphis, Tennessee-based registered investment adviser founded in 2019. The firm provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, and other clients, helping them achieve financial security and confidence. Envision Financial Planning focuses on holistic wealth management through personalized planning. As of 2025, the firm has 5-6 employees and offers access to a broad array of investments and advisory support. The firm became SEC-registered in 2022.
Investment Strategy
Envision Financial Planning, LLC employs a client-centered investment advisory approach, offering personalized financial planning and asset management. The firm provides advice on a broad selection of securities, including stocks, bonds, mutual funds, ETFs, and various alternative investments. They offer discretionary and non-discretionary management, with a focus on asset allocation, financial consulting, and planning tailored to each client's goals and risk tolerance. Services include retirement planning, tax planning, portfolio analysis, and estate planning, supporting clients toward long-term confidence and financial well-being.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 9.77% | $20.9M | 493,050 | $31.76 | $42.36 | +$1.9M |
I IBDY | ISHARES TR | 8.21% | $17.6M | 677,596 | $25.08 | $25.91 | +$922.0K |
G GOVT | ISHARES TR | 7.70% | $16.5M | 716,875 | $23.40 | $22.98 | +$623.7K |
I IBDW | ISHARES TR | 7.12% | $15.2M | 723,823 | $19.88 | $21.04 | +$746.5K |
D DUHP | DIMENSIONAL ETF TRUST | 6.75% | $14.4M | 406,013 | $31.65 | $35.56 | +$886.1K |