Encompass Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,832,042
Total clients
74
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$403,136
About
Encompass Financial Planning is an independent, single-advisor registered investment adviser that serves primarily mid-career professionals, individual investors, trusts, and small businesses. The firm provides comprehensive and select financial planning, discretionary investment management, and ongoing retirement-plan advisory services for plan sponsors and participants.
The firm's investment approach emphasizes long-term asset allocation and modern portfolio theory, incorporating fundamental and technical analysis as appropriate and focusing primarily on mutual funds, equities, and exchange-traded funds. Portfolios are managed on a discretionary basis with documented risk-tolerance questionnaires, quarterly reviews, and approximately $29.8 million in discretionary assets under management plus about $12.4 million in assets under advisement for held-away accounts.
Distinctive features include the firm’s insurance brokerage activity: the sole advisor is licensed to sell life, health, and disability insurance and may receive standard commissions for those sales, a disclosed conflict of interest that clients should consider. The advisor also maintains professional credentials in financial planning and Social Security analysis, receives research and technology support (soft-dollar benefits) from its recommended custodian, and offers seminars and assistance in selecting 3(38) managers for retirement plans.
Client services
Expertise
Demographic focus
Fee options
$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
Main office location
Encompass Financial Planning
1800 Blankenship Rd, Suite #200
West Linn OR 97068, United States
Number of offices
1
Most active in
Nevada · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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