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ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD 321790 · IAPD ↗ · envisionfptn.com · 901-422-7526

$462.5MRegulatory AUM
4Advisory reps
6Employees
35Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ENVISION FINANCIAL PLANNING, LLC notice-filed in LA, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.