ENCOMPASS FINANCIAL PLANNING

Overview

Encompass Financial Planning is an independent, owner-operated registered investment adviser that serves individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and also acts as an insurance broker. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, reflecting a hybrid advisory model that can accommodate ongoing asset management or project-based planning work. The firm is not positioned as a capital allocator or pension consultant, does not identify as a multi-state adviser, and does not list active ESG investing among its preferences. Encompass appears focused on traditional retail wealth clients rather than institutional mandates.

Assets & Accounts

Investments & Alternatives