Encore Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$107,270,520
This total excludes 27 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
437
13% 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
437
Very HighAverage account size
$245,470
About
Encore Wealth Advisors, Inc. is a fee-only registered investment adviser that manages roughly $122 million for about 437 clients and serves individuals (including high‑net‑worth clients), employer retirement plans, charitable organizations, and businesses. The firm provides wealth management (investment management plus financial planning), retirement plan consulting/management, and may coordinate implementation through outside managers.
The firm develops individualized investment policies and focuses on asset allocation, using a mix of passive and active strategies informed by fundamental, technical, and macro analysis and Modern Portfolio Theory; it can manage accounts on a discretionary or non‑discretionary basis and works with third‑party managers, including a relationship with Adhesion Wealth Advisor Solutions. Financial planning is offered both as one‑time project engagements and as ongoing planning relationships, and the firm will construct socially responsible portfolios on client request.
Noteworthy among peers, the firm conducts educational seminars for organizations and the public on financial topics (offered virtually or in person, with fees reported from $0 to $3,000), a service the brochure highlights as purely educational and not individualized advice. The brochure also discloses that the firm’s principals operate a separate consulting business (Encore Consultants, LLC) and that one principal maintains an insurance license but does not sell commissionable products, relationships the firm says are disclosed to clients and managed as potential conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Social Security optimization
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fees from $100 to $3,000; initial financial planning fee up to $2,000; ongoing financial planning up to $600 per quarter
up to 1.60% annually
$100 to $310 per hour depending on project scope
Fee-only: Fee-only firm, compensated solely by clients for services
Main office location
Encore Wealth Advisors
715 Atlantic Avenue
Morris MN 56267, United States
Number of offices
1
Most active in
Encore Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · Illinois · Iowa · Kansas · Minnesota · North Dakota · Oregon
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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