Envision Wealth Management offers personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm provides hourly and fixed fee arrangements for financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan - The price depends on the complexity of the client's situation. If a client chooses a fixed fee arrangement, the minimum fixed fee is $500. Fixed fees for comprehensive plans normally range from $500 to $1,000 depending on complexity. High net worth individuals requiring detailed tax or estate planning could result in a higher fee.
- Hourly Planning Engagements - $250 per hour for limited scope engagements.
One-Time Plan:$500 - $1,000
Hourly Rate:$250/hr
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