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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Envision Planning, LLC
Envision Planning, LLC is an independent, fee-only fiduciary RIA providing holistic financial planning and ongoing investment management. The firm builds personalized plans through a discovery and data-gathering process, then implements and reviews portfolios as circumstances change—highlighting opportunities such as tax-loss selling and profit-harvesting. Client accounts are custodied at Charles Schwab with digital onboarding and 24/7 access. Led by managing member L. Wesley Jones III, CPA, ChFC®.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Karen Gosch Jones
--
- CRD
- --
- Ownership
- 50% but less than 75%
Lenward Wesley Jones III
Financial Consultant, Managing Member
- CRD
- #7555147
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,411,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,411,725 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,411,725
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,004,384,756 | 11.9% |
| Cash | $1,966,568,472 | 23.3% |
| Corporate - Investment Grade | $1,645,840,567 | 19.5% |
| U.S. Government/Agency | $1,460,155,990 | 17.3% |
| Equity - Exchange | $2,363,258,251 | 28.0% |
| Total | $8,440,208,036 | 100.0% |