ENCOMPASS FINANCIAL SERVICES

Overview

Encompass Financial Services is an independent registered investment adviser operating as a small, client-focused corporation that serves individual and family clients. The firm offers a mix of advisory and educational services — financial planning, portfolio management for individuals and small businesses, pension consulting and workshops — and lists accounting among its business activities. Fee arrangements are flexible, including percentage-of-AUM, hourly charges and fixed fees, and the advisory work is reported as non-discretionary. Investment activity centers on publicly available pooled vehicles, supplemented by annuity offerings and allocations to real estate through third‑party managers. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices