RIA Intel›Advisers›North Carolina›ENVISION PLANNING, LLC

ENVISION PLANNING, LLC

Advisory

HENDERSONVILLE, NC

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$204K

across 51 accounts

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PINNACLE CAPITAL MANAGEMENT LLC

$10M

SYNOBIS ADVISORS, INC.

$10M

GREAT PLANS CAPITAL MANAGEMENT, LLC

$10M

ROOTED PLANNING LLC

$10M

ALLEN, ISAAC REGINALD

FAYETTEVILLE, NC

$10M

INTEGRATED FINANCIAL COACHING AND PLANNING, LLC

$11M

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