Fee-only adviser · Brookfield, WI
Envision Financial LLC
Envision Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Brookfield, Wisconsin. On its latest Form ADV, filed March 3, 2026, it reports $353M in regulatory assets under management, 125 individual clients and 4 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 314365 · SEC file 801-121297 |
| Office | 375 Bishops Way Suite 232 Brookfield, WI 53005 |
| Phone | (262) 354-7155 |
| Website | www.envisionfinancial-llc.com |
| Regulatory assets under management | $353M |
| Individual clients | 0 non-high-net-worth, 125 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Brookfield
- Granite Financial Group $186M
- Financial Strategies, Inc. $150M
- Review Services Inc $227M
- Entasis Asset Management LLC $198M
- Midwest Wealth Solutions LLC $29M
- Kult Wealth Management Group, LLC $135M
See all 8 fee-only advisers in Brookfield →
Nearby
- Elm Grove 4 firms
- Wauwatosa 3 firms
- Greenfield 1 firm
- Pewaukee 2 firms
- Waukesha 6 firms
- Milwaukee 34 firms
- Germantown 1 firm
- Mequon 7 firms
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