Envision Wealth Planning Inc.

Envision Wealth Planning Inc. (CRD# 298672) is a financial advisory firm headquartered in Chicago, IL. They manage $13,618,123 in 127 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 S. State St., Suite 455, Chicago, IL 60603
https://www.facebook.com/envisionwealth/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $107,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, IL, TX

Financial Advisors at Envision Wealth Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Brewer, financial advisor Chicago IL
James E. Brewer
CRD#: 5142630
1449 S. Michigan Ave., #202, Chicago, IL 60605

James Brewer (CRD# 5142630) is an Investment Advisor Representative working at Envision Wealth Planning Inc. in Chicago, IL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals