Encompass Advisory Services, LLC logo

Encompass Advisory Services, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

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

Percentage

$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

Project-based

$100 to $500 per hour

Subscriptions

Optional annual subscription for estate planning document changes: Free first year, then $49/year

Main office

See office

23114 Seven Meadows Parkway

Katy TX 77494

Advisors at this office

6

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

Advisors at this firm

user avatar

Didya B

Series 66

Katy, TX

Encompass Advisory Services, LLC

Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Nathan D

Series 63, Series 65

Katy, TX

Encompass Advisory Services, LLC

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Derek S

CFP®, ChFC®, Series 63, Series 66

Katy, TX

Encompass Advisory Services, LLC

Derek Sensenig is a CFP® and ChFC® with 15 years of experience in financial advising. He is currently with Encompass Advisory Services, LLC and has held previous roles at Kansas State University, The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. He teaches masters and PhD level courses at Kansas State University and has published peer-reviewed articles for various journals. Additionally, he provides consulting services for a Porsche North America road race team. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations with a range of financial planning, investment, and wealth management services. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary management, along with estate-document facilitation and insurance products through licensed agents.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Thomas P

Series 66

Fort Worth, TX

Encompass Advisory Services, LLC

Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Prosperitas Wealth Management, Infinity Financial Services, and Trinity Fiduciary Partners. In addition to advisory work, Payne serves as Managing Member and Chief Compliance Officer at Prosperitas Wealth Management, LLC and has experience as an independent insurance agent selling life, disability, and long-term care insurance. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation using a variety of portfolio strategies, including discretionary and non-discretionary management, with access to insurance products through licensed agents.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Jason C

CFP®, Series 63

Katy, TX

Encompass Advisory Services, LLC

Jason Ceyanes Sr. is a CFP® with 14 years of industry experience, currently serving as President, CEO, and CFO at Encompass Advisory Services, LLC. He has worked at Encompass since 2019 and previously held roles at The Leaders Group Inc. and MWA Financial Services Inc. In addition to his advisory work, he teaches a personal money management course at the University of Houston - Clear Lake. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a mix of mutual funds, ETFs, individual securities, and private placements, with portfolio management options that include discretionary and non-discretionary approaches.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

John P

Series 63, Series 65

Katy, TX

Encompass Advisory Services, LLC

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Scott H

Series 66, Series 65

Katy, TX

Encompass Advisory Services, LLC

Scott Hansen is a financial advisor with Encompass Advisory Services, LLC in Katy, TX, holding Series 66 and Series 65 credentials and 22 years of industry experience. Prior to joining Encompass in 2022, he was with Allstate Insurance Company for seven years. Hansen is also involved in small business consulting and operates as an independent insurance agent, focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, businesses, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation through a third-party platform, with portfolios constructed using mutual funds, ETFs, individual securities, and, when appropriate, private placements.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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