Envision Financial Planning is a fee-only firm founded in October 2018 and operated by Donald Martini in San Francisco, California. The firm specializes in comprehensive financial planning, covering areas such as retirement planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, risk management, and tax planning strategies. Envision Financial Planning also offers investment advisory services, building and managing passive portfolios using index mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and tax considerations. The firm follows a fiduciary standard, acting solely in the best interests of clients, and does not accept compensation for selling investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.
