Advisor at Encompass Financial Planning
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Firm
Encompass Financial Planning
Location
West Linn, OR 97068
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Richard Dougall is a CFP® professional with 18 years of experience in financial advising. He is the principal and sole advisor at Encompass Financial Planning, where he has worked since 2017. Prior to that, he was with Northwest Wealth Advisors and operated Dougall Financial Group. Encompass Financial Planning is an independent registered investment adviser serving mid-career professionals, individual investors, trusts, and small businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement-plan advisory services, typically using long-term, asset-allocation oriented portfolios informed by modern portfolio theory and supplemented by fundamental and technical analysis.
Based on Encompass Financial Planning
$0 - $99,999.99: 1.25% $100,000 - $249,999.99: 1.15% $250,000 - $499,999.99: 1.05% $500,000 - $749,999.99: 0.95% $750,000 - $1,499,999.99: 0.85% $1,500,000 - $2,999,999.99: 0.75% $3,000,000 - $4,999,999.99: 0.65% $5,000,000+: 0.55%
Insurance products sales generate standard commissions
Financial Planning services hourly rate of $200 per hour
Account minimum: $150,000 Fee-only: Comprehensive Financial Planning fees range from $1,000 to $6,000, calculated at $200 per hour; Select Financial Planning charged at $200 per hour, minimum 2 hours, billed in 15-minute increments
1800 Blankenship Rd, Suite #200
West Linn, OR 97068
Nevada · Oregon · Washington
Encompass Financial Planning
2017 - Present (9 years)
Northwest Wealth Advisors
2012 - 2017 (5 years)
Dougall Financial Group
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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