Advisor at Encore Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Encore Wealth Advisors, LLC
Location
Nevada City, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Mark Stempel is a CFP® professional with 15 years of industry experience, serving clients through Encore Wealth Advisors, LLC since 2001. He is based in Nevada City, CA. Outside of his advisory role, he manages passive real estate investments as the manager of two LLCs focused on multi-unit residential properties. Encore Wealth Advisors provides financial planning, investment advisory, and tax return preparation services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes long-term, fundamentally driven portfolio management and offers a range of planning services, including access to a client portal for consolidated reporting.
Based on Encore Wealth Advisors, LLC
Fixed fees for one-time limited engagement financial planning sessions
Hourly charges for limited engagement financial planning sessions (e.g., individual two-hour planning sessions)
Annual minimum retainer fee of $12,000 for ongoing holistic financial planning, paid quarterly in advance
Account minimum: $12,000 annual retainer fee Minimum fee: Annual minimum retainer fee of $12,000, paid quarterly in advance Fee-only: Fixed annual retainer fee starting at $12,000; fixed fees for one-time limited engagement financial planning sessions
Nevada City, CA
California
Encore Wealth Advisors, LLC
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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