Envision Planning, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 321791
· Hendersonville, NC
· www.envisionplanning.net
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ADV data as of Jan 08, 2026
- Regulatory AUM
- $10.4M
- Discretionary
- $10.4M
- Clients
- 51
- Avg AUM / client
- $204K
- Accounts
- 51
- Employees
- 0
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $10.3M | 98.9% |
| Charitable organizations | 1 | $113K | 1.09% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lenward Wesley Jones | Registered representative | Chartered Financial Consultant | Jun 2022 (4y) |
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) | 01/08/2026 | 1.04 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 08, 2026.
View current Form ADV (SEC/IAPD) ↗