This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-13-2022
- Office Locations
- 1
Office Locations
About Envision Financial Planning, LLC
Envision Financial Planning is a Memphis-based investment adviser providing goals-based financial planning and ongoing portfolio management for individuals and families, including entrepreneurs and retirees. The team emphasizes coaching and clear guidance on key decisions, and builds diversified allocations using mutual funds and ETFs, with risk management and access to alternative investments where appropriate. Operates on the Black Diamond platform.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 25, 2026, reported AUM increased 18.3%, from $391.0M to $462.5M.
Across 5 reported observations, AUM increased 147.6% between September 30, 2022 and March 25, 2026, from $186.8M to $462.5M.
Of the latest reported AUM, 77.1% is discretionary and 22.9% is non-discretionary.
The firm reports 4 advisory representatives and 311 clients, or 77.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Envision Financial Planning, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Envision Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STACEY STEPHENSON HYDE
Owner, President
- CRD
- #2656216
- Ownership
- 75% or more
CLAYTON JOSEPH CHAPMAN
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #5688649
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
Grant Robert Hall
Financial Advisor
- CRD
- #7259548
Nathaniel David Mayer
--
- CRD
- #7857715
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,427,477 | $481,009 |
| Non-Discretionary | $106,035,488 | $1,081,995 |
| Total | $462,462,965 | $551,207 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Envision Financial Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Envision Financial Planning, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.