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NM

Nathaniel D. Mayer

ENVISION FINANCIAL PLANNING
Memphis, TN 38137
Some features on this profile are disabled
CRD#: 7857715
NM

Professional summary

Nathaniel David Mayer, who also goes by Nate Mayer, is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathaniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nate Mayer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel David Mayer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 12, 2025 - Present

ENVISION FINANCIAL PLANNING, LLC

Office #1: 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137
RIA
CRD#: 321790
Memphis, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
ENVISION FINANCIAL PLANNING, LLC
ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA
Registered Investment Advisory firm - (6/13/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(8/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/2025
Uniform Investment Adviser Law Examination

Current Firm

EF
ENVISION FINANCIAL PLANNING, LLC
ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA
Registered Investment Advisory firm - (6/13/2022 Approved)
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Contact information

Main Address
5100 Poplar Avenue, Suite 2428, Memphis, TN 38137
Mailing Address
Phone number
(901) 422-7526
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ENVISION FINANCIAL PLANNING FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts986
AUM (Assets Under Management)$ 390,967,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790Memphis, TN 38137

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