Encircle Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,188,163
Clients
240
Advisors
1
of 4 employees
About
Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages roughly $139 million in discretionary assets for about 240 client households, reflecting its focus on individual clients and financial planning services.
The firm emphasizes tailored relationships that begin with an intensive fact‑finding process and result in written, goal‑oriented financial plans addressing retirement, cash flow, tax, insurance, education and estate considerations. Investment implementation typically relies on diversified allocations to no‑load institutional mutual funds and exchange‑traded funds, managed on a discretionary basis with periodic reviews and electronic reporting.
What is distinctive is the firm’s unusually high client‑to‑advisor ratio — roughly 240 clients per advisor — and its offering of periodic educational seminars and workshops to clients, both practices that are uncommon among peers. Encircle also generally recommends a centralized custodian and leverages third‑party research and custodian‑provided technology to support its portfolio management and client reporting.
Client services
Expertise
Fee options
up to 1.6% annually (may charge lower at sole discretion)
$250/hour (fees are negotiable and depend on client relationship and complexity)
Account minimum: $25,000
Main office
Indianapolis IN
Advisors at this office
1
Most active in
Florida · Indiana · Massachusetts · Texas
Also doing business as
Encircle Financial Strategies · Marvel Financial Planning · Marvel Financial Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")