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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-22-2022
- Office Locations
- 2
Office Locations
About Envision Retirement LLC
Envision Retirement LLC is a Tempe, AZ-based fiduciary advisory firm providing objective retirement and investment planning for individuals as well as workplace retirement plan/401(k) sponsors and institutions. The team brings 15+ years’ experience and credentials including CFP, AIF, and CRPS, and emphasizes plain-English guidance and research-driven processes. Custody relationships include Schwab and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 207 clients, or 69 clients per representative. That equates to $464.0K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JANAYE LYN CARRACEDO
Managing Member
- CRD
- #5104906
- Ownership
- 75% or more
CHRISTOPHER ALEXANDER CARRACEDO
Chief Compliance Officer, Investment Advisor
- CRD
- #5540572
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES ALLISON DABBS
Investment Advisor
- CRD
- #1446385
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,057,320 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,057,320 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Envision Retirement LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.