A complete list of active advisors currently associated with Encore 401K, LLC

Warmer can help you find a great advisor at Encore 401K, LLC or one who fits your needs even better.

Encore 401K provides advisory services to sponsors of qualified retirement plans (including 401(k), pension and profit‑sharing plans) and to plan participants, and it also offers asset management services for individual clients. Services described in the brochure cover fiduciary retirement plan consulting (investment policy statements, investment selection, monitoring and due diligence), participant education and individualized participant advice, as well as discretionary fiduciary management when engaged. The firm’s investment approach emphasizes streamlined fund‑menu design and strategic, long‑term asset allocation, typically using mutual funds, ETFs and target‑date or balanced QDIA solutions. Encore 401K applies fundamental and technical analysis where appropriate, conducts ongoing monitoring and periodic due diligence, and tailors recommendations through interviews, questionnaires and education meetings with sponsors and participants. Distinctive features include a pension‑consulting focus and ERISA‑oriented offerings — such as fiduciary file setup, fee benchmarking, RFP/vendor selection, and specialized analysis of stable value and target‑date funds — that go beyond basic plan recordkeeping or enrollment support. The firm reported $13.36 million in assets under management handled on a non‑discretionary basis as of January 2026, a structure that is less common among independent advisers and that shapes how it delivers plan‑level advice and services.

To learn more about the advisors currently working at Encore 401K, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.