Encircle Financial Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$139,188,163
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
240
17% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
240
Very HighAverage account size
$579,951
About
Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages roughly $139 million in discretionary assets for about 240 client households, reflecting its focus on individual clients and financial planning services.
The firm emphasizes tailored relationships that begin with an intensive fact‑finding process and result in written, goal‑oriented financial plans addressing retirement, cash flow, tax, insurance, education and estate considerations. Investment implementation typically relies on diversified allocations to no‑load institutional mutual funds and exchange‑traded funds, managed on a discretionary basis with periodic reviews and electronic reporting.
What is distinctive is the firm’s unusually high client‑to‑advisor ratio — roughly 240 clients per advisor — and its offering of periodic educational seminars and workshops to clients, both practices that are uncommon among peers. Encircle also generally recommends a centralized custodian and leverages third‑party research and custodian‑provided technology to support its portfolio management and client reporting.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
General tax planning
Fee options
up to 1.6% annually (may charge lower at sole discretion)
$250/hour (fees are negotiable and depend on client relationship and complexity)
Account minimum: $25,000
Main office location
Encircle Financial Strategies
Indianapolis IN, United States
Number of offices
4
Most active in
Encircle Financial Strategies has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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