Envision Wealth Planning

Envision Wealth Planning (CRD# 128441) is a financial advisory firm headquartered in Brentwood, TN. They manage $116,560,000 in 681 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $171,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TN, TX

Financial Advisors at Envision Wealth Planning
Showing 1 - 5 of 5 top financial advisors.
1
Joshua E. Self
CRD#: 3237214
7003 Chadwick Dr, Suite 350, Brentwood, TN 37027
101
Wealthminder
score

Joshua Self (CRD# 3237214) is an Investment Advisor Representative working at Envision Wealth Planning in Brentwood, TN and has over 17 years of experience in the finance industry. Joshua Self has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert V. Bolen
CRD#: 1557289
7003 Chadwick Dr, Suite 350, Brentwood, TN 37027
96
Wealthminder
score

Robert Bolen (CRD# 1557289) is an Investment Advisor Representative working at Envision Wealth Planning in Brentwood, TN and has over 28 years of experience in the finance industry. Robert Bolen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Katherine Y. Fowler
CRD#: 2171224
7003 Chadwick Dr, Suite 350, Brentwood, TN 37027
93
Wealthminder
score

Katherine Fowler (CRD# 2171224) is an Investment Advisor Representative working at Envision Wealth Planning in Brentwood, TN and has over 25 years of experience in the finance industry.

4
Michael F. Perkins
CRD#: 4248817
2607 Oberlin Rd, Suite 200, Raleigh, NC 27608
93
Wealthminder
score

Michael Perkins (CRD# 4248817) is an Investment Advisor Representative working at Envision Wealth Planning in Raleigh, NC and has over 16 years of experience in the finance industry.

5
Melner R. Bond
CRD#: 1496587
7003 Chadwick Dr, Suite 350, Brentwood, TN 37027
90
Wealthminder
score

Melner Bond (CRD# 1496587) is an Investment Advisor Representative working at Envision Wealth Planning in Brentwood, TN and has over 15 years of experience in the finance industry.

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