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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENVISION FINANCIAL PLANNING, LLC

CRD 321790

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9199cd48-c333-de64-2adb-60f5f802a579

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: May 13, 2022 to Mar 25, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $462MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $356M
Private client RAUM: $364MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $57.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 839
Individual clients: 145
High net worth clients: 123
Custody, client assets: $2.6M
SEC number: 801-125874
CIK: 1964460
CRD: 321790
Filings on the tape: 9
First filed: May 13, 2022
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, TN
Website: envisionfptn.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STACEY STEPHENSON HYDE	Certified Financial Planner\|Chartered Financial Analyst	MEMPHIS, TN	4	31	3	no
CLAYTON JOSEPH CHAPMAN	Certified Financial Planner	MEMPHIS, TN	4	17	2	no
HUGH HAROLD PARKS	Certified Financial Planner	MEMPHIS, TN	4	42	3	no
BRITT MEGAN MYSZKA	n/a	MEMPHIS, TN	3	16	2	no
Nathaniel David Mayer	n/a	MEMPHIS, TN	1	11	n/a	no
Jacob Tyler Ryan	n/a	MEMPHIS, TN	0	15	1	no
Dana Michelle Shankle	n/a	MEMPHIS, TN	0	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHAPMAN, CLAYTON, JOSEPH	CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER	A	yes	05/2022	May 13, 2022	Sep 30, 2024
HYDE, STACEY, STEPHENSON	PRESIDENT AND OWNER	E	yes	05/2022	May 13, 2022	Sep 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$462M	$356M	6	4	n/a	n/a
2024	Mar 31, 2025	$391M	$302M	6	4	n/a	n/a
2023	Mar 28, 2024	$331M	$244M	5	4	n/a	n/a
2022	Mar 30, 2023	$271M	$193M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	12.5%	1	1	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$462M	$391M	18.3%	$271M	19.4%	6	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMMONWEALTH FINANCIAL NETWORK	3	Jul 1, 2022	Jun 24, 2022	MEMPHIS, TN	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (8)

← Dana Michelle ShankleAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Jacob Tyler RyanAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← Nathaniel David MayerAdvisorregistration: current employment
Aug 12, 2025 to presentfactForm ADV
← Grant Robert HallAdvisorregistration: current employment
Jul 31, 2024 to presentfactForm ADV
← BRITT MEGAN MYSZKAAdvisorregistration: current employment
Jul 28, 2023 to presentfactForm ADV
← STACEY STEPHENSON HYDEAdvisorregistration: current employment
Jun 24, 2022 to presentfactForm ADV
← CLAYTON JOSEPH CHAPMANAdvisorregistration: current employment
Jun 24, 2022 to presentfactForm ADV
← HUGH HAROLD PARKSAdvisorregistration: current employment
Jun 24, 2022 to presentfactForm ADV

Controls (2)

← HYDE, STACEY, STEPHENSONOwnerPRESIDENT AND OWNER, ownership code E, individual
May 13, 2022 to Sep 30, 2024factForm ADV
← CHAPMAN, CLAYTON, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER, ownership code A, individual
May 13, 2022 to Sep 30, 2024factForm ADV

Moved with (1)

← COMMONWEALTH FINANCIAL NETWORKRegistered adviser3 advisors, team lift out, same day
Jul 1, 2022 to Jun 24, 2022factForm ADV

Dated events

Occurred
Sep 17, 2026
Advisor changed firm
Grant Robert Hall left Envision Financial Planning, LLC for Fruitful (registered 2026-06-03)
Form ADVobserved yesterday
Occurred
Jul 1, 2022
Team lift-out
3 advisors left Commonwealth Financial Network (Memphis, TN) for Envision Financial Planning, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
May 13, 2022
First Form ADV filing
Envision Financial Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9199cd48-c333-de64-2adb-60f5f802a579
First observed: May 13, 2022
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENVISION FINANCIAL PLANNING, LLC

CRD 321790

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9199cd48-c333-de64-2adb-60f5f802a579

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STACEY STEPHENSON HYDE

Certified Financial Planner|Chartered Financial Analyst

MEMPHIS, TN

CLAYTON JOSEPH CHAPMAN

Certified Financial Planner

MEMPHIS, TN

HUGH HAROLD PARKS

Certified Financial Planner

MEMPHIS, TN

BRITT MEGAN MYSZKA

n/a

MEMPHIS, TN

Nathaniel David Mayer

n/a

MEMPHIS, TN

n/a

Jacob Tyler Ryan

n/a

MEMPHIS, TN

Dana Michelle Shankle

n/a

MEMPHIS, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHAPMAN, CLAYTON, JOSEPH

CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER

yes

05/2022

May 13, 2022

Sep 30, 2024

HYDE, STACEY, STEPHENSON

PRESIDENT AND OWNER

yes

05/2022

May 13, 2022

Sep 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$462M

$356M

n/a

2024

Mar 31, 2025

$391M

$302M

n/a

2023

Mar 28, 2024

$331M

$244M

n/a

2022

Mar 30, 2023

$271M

$193M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$462M

$391M

18.3%

$271M

19.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMMONWEALTH FINANCIAL NETWORK

Jul 1, 2022

Jun 24, 2022

MEMPHIS, TN

Team lift out

Ibd to new firm

0.1%