Fee-only adviser · Plantation, FL
Envision Asset Management, Inc.
Envision Asset Management, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with a mailing address in Plantation, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 24, 2026, it reports $56M in regulatory assets under management, 23 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 148451 |
| Office | Plantation, FL (mailing address; office not published) |
| Phone | (954) 288-1193 |
| Website | envisionco.net |
| Regulatory assets under management | $56M |
| Individual clients | 17 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plantation
- MG&A Wealth $1.0B
- Tobias Financial Advisors $1.2B
- Sterling Wealth Advisors, Inc. $224M
- Fallenbaum CPA & Advisors, LLC $7.6M
- Actitrust Wealth Management LLC $141M
- Abacus Capital Advisors $120M
See all 8 fee-only advisers in Plantation →
Nearby
- Sunrise 1 firm
- Davie 1 firm
- Cooper City 1 firm
- Weston 2 firms
- Miramar 2 firms
- Pembroke Pines 2 firms
- Fort Lauderdale 17 firms
- Hollywood 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Envision Asset Management, Inc.? Update this listing.