Encore Retirement Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,836,359
Clients
16
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$2,364,772
About
Encore Retirement Planning serves households generally in the $5 million to $15 million net-worth range, providing retirement income planning, wealth distribution strategy, and portfolio management for individuals. The firm also advises on publicly traded securities and, for qualified clients, coordinates access to private placements and other alternative investments.
The practice is planning-led and emphasizes tax-aware portfolio construction, asset–liability matching for retirement cash flows (a two-portfolio spending/growth framework), and low-turnover, diversified ETF-based allocations. Clients may engage non-discretionary strategic advisory services or elect delegated discretionary implementation for accounts custodied at Charles Schwab, and the firm has transitioned to a flat-fee billing model with complexity-based tiers rather than routinely charging fees as a percentage of assets.
Notable distinctions include common ownership of a separate tax preparation and advisory business (an Enrolled Agent practice), which the firm discloses as a potential conflict of interest and notes can occupy material time during peak tax season. The firm’s principal also holds CFP® and CFA® credentials, and the adviser offers institutional 1031 exchange facilitation and fixed-fee alternative-investment due diligence while restricting discretionary management to accounts maintained at its recommended custodian.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
General tax planning
Retirement withdrawal strategies
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$12,500 or $15,000 for Strategic Advisory; $12,500 or $15,000 annually for Ongoing Strategic Advisory; $15,000 or $22,500 annually for Delegated Portfolio Management; $25,000 flat project fee for 1031 exchange; $2,500 or $5,000 per investment for alternative investment diligence
Up to $275 per hour for financial planning
Fee-only: Fixed fees ranging from $12,500 to $22,500 annually depending on service tier and complexity; flat fees for 1031 exchange and alternative investment due diligence; hourly fees up to $275/hour.
Main office location
Encore Retirement Planning, LLC
5233 W Dock St
South Jordan UT 84009, United States
Number of offices
1
Most active in
Encore Retirement Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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