Encompass Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$119,571,486
Clients
425
Advisors
7
across 2 offices
About
Encompass Advisory Services is a team‑based registered investment adviser serving individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, and charitable organizations with financial planning, investment and wealth management, and estate‑document facilitation via a third‑party platform. The firm offers both discretionary and non‑discretionary portfolio management, standalone planning and consulting engagements, sub‑advisory relationships, and access to insurance products through supervised persons who are licensed insurance agents.
Portfolios are generally constructed with allocations to mutual funds, ETFs, individual equity and debt securities, and, when appropriate, private placements, with the Firm able to delegate active management to independent managers or model portfolios. Encompass uses fundamental, technical, and cyclical analysis, conducts continuous monitoring with at least annual reviews, and consults with clients to align portfolios with risk tolerance, time horizon, and liquidity needs.
The brochure highlights several features that are uncommon among similarly sized team firms: as of 12/31/2025 the Firm reported a larger non‑discretionary book (576 non‑discretionary accounts totaling $68.16M versus 431 discretionary accounts totaling $53.10M), it offers an optional estate‑document subscription (free the first year, then $49 annually), and it provides complimentary educational seminars and newsletters. The Firm also discloses a prior regulatory citation involving a supervised person for a reporting violation and notes that multiple supervised persons are licensed to sell insurance, which may create potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial Planning: $100 to $10,000; Estate Planning Documents Preparation: $250 for individual, $500 for couple; 529 Plan flat fees of $50 to $100 annually
$0 - $24,999: 2.0% $25,000 - $99,999: 1.75% $100,000 - $499,000: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $2,000,000: 1.0% Above $2,000,000+: Negotiable
$100 to $500 per hour
Optional annual subscription for estate planning document changes: Free first year, then $49/year
Main office
See office23114 Seven Meadows Parkway
Katy TX 77494
Advisors at this office
6
Offices (2)
Most active in
California · Illinois · Texas
Also doing business as
Eas · Encompass Advisory Services · Encompass Advisory Services, LLC · Prosperitas Wealth Management · Pwm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Advisors at this firm
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