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FINANCIAL TRANSPARENCY
ENVISION FINANCIAL TRANSPARENCY, LLC
CRD 297713 · SEC 801-113605
AZ, United States
Phone
(336) 715-3300
Fax
(336) 715-3308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.3M
Discretionary AUM
$317.6M
Team
17 total employees; 17 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $63.6M |
| High net worth individuals | 53 | $232.6M |
| Pension/profit sharing plans | 5 | $25.7M |
| Charitable organizations | 1 | $100K |
| Corporations/business entities | 2 | $222K |
States served
AZ, CA, IL, MA, MI, NC, TX, NH, FL
All web addresses on file
- HTTPS://FINANCIALTRANSPARENCYLLC.COM
- HTTPS://LINKEDIN.COM/IN/EMILY-KEAGLE-8680345
- https://www.linkedin.com/in/jon-wells-64887a130/
- http://aristotleadvisors.com/
- http://www.bld-cpa.com/
- https://www.condley.cpa/accounting-team/everett-ray-ferguson/
- https://www.facebook.com/FinancialTransparency
- https://www.linkedin.com/in/josh-keagle-499b296/
- https://www.linkedin.com/in/michael-macdonald-aif-a154785/
Official SEC filing: View on IAPD