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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
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
Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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