Envision Financial Planning, Llc
- Regulatory AUM
- $462M
- Discretionary
- $356M
- Clients
- 276
- Avg AUM / client
- $1.7M
- Accounts
- 839
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 145 | $61.8M | 13.4% |
| High net worth individuals | 123 | $303M | 65.4% |
| Pension and profit sharing plans | 8 | $98.0M | 21.2% |
| Charitable organizations | Fewer than 5 clients | $103K | 0.02% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clayton Joseph Chapman | Chief Compliance Officer, Portfolio Manager | CFP | May 2022 (4y) | 5% – 10% |
| Stacey Stephenson Hyde | President And Owner | CFP CFA | May 2022 (4y) | 75% or more |
| Hugh Harold Parks | Registered representative | CFP | Jun 2022 (4y) | |
| Britt Megan Myszka | Registered representative | Jul 2023 (3y) | ||
| Grant Robert Hall | Registered representative | CFP | Jul 2024 (2y) | |
| Nathaniel David Mayer | Registered representative | Aug 2025 (1y) | ||
| Jacob Tyler Ryan | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $350M (76% of AUM) Mar 2026
- National Financial Services (Fidelity) $244M (74% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗