Clayton Chapman
Clayton Chapman is a CFP-designated registered investment advisor at Envision Financial Planning, LLC, based in Memphis, TN, with 15 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 265 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Location
5100 Poplar Avenue,, Suite 2428, Memphis, TN, 38137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clayton is a co-owner of Envision Financial Planning, LLC, established to facilitate securities, advisory, and insurance business. He spends all of his time during business hours on this investment-related activity.
Employment History
Current Registrations
Envision Financial Planning, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Duncan-Williams, INC.
Duncan-Williams, INC.Broker
Carty & Company, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.