Encompass Financial Planning
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About
Encompass Financial Planning serves individuals, mid-career professionals, trusts, and small businesses, including employer-sponsored retirement plans, providing comprehensive and select financial planning, discretionary investment management, and one-time Social Security analyses. The firm offers both standalone planning engagements and ongoing portfolio management tailored to clients’ goals and risk tolerance.
Investment decisions are implemented with a long-term, asset-allocation focus, employing fundamental and technical analysis alongside modern portfolio theory and using mutual funds, ETFs, and individual equities to construct portfolios. Services include discretionary trading and advice on “held-away” assets; the firm reports roughly $29.8 million in discretionary assets under management and about $12.4 million under advisement for accounts it does not custodian.
A distinctive feature is that the adviser is also licensed to sell life, health, and disability insurance and discloses receiving standard commissions for those sales, creating a potential conflict of interest that is explicitly disclosed. The firm also highlights recent additions to its offerings and credentials around Social Security planning (including a designated Social Security analysis product and a Registered Social Security Analyst designation) and provides ERISA-related retirement-plan advisory services.
Client services
Expertise
Demographic focus
Fee options
Social Security Analysis service is a fixed one-time fee of $250.
$0 - $99,999.99: 1.25% $100,000 - $249,999.99: 1.15% $250,000 - $499,999.99: 1.05% $500,000 - $749,999.99: 0.95% $750,000 - $1,499,999.99: 0.85% $1,500,000 - $2,999,999.99: 0.75% $3,000,000 - $4,999,999.99: 0.65% $5,000,000+: 0.55%
Standard commissions received if clients purchase insurance products through the firm.
Select Financial Planning hourly rate is $200 per hour, billed in 15-minute increments, with a minimum of 2 hours.
Account minimum: $150,000 Fee-only: Comprehensive Financial Planning fees range from $1,000 to $6,000 based on scope and hours; hourly rate is $200/hour for Select Financial Planning with minimum 2 hours billed in 15-minute increments; Social Security Analysis is a fixed one-time fee of $250.
Main office
1800 Blankenship Rd, Suite #200
West Linn OR 97068
Advisors at this office
1
Most active in
Nevada · Oregon · Washington
Also doing business as
Encompass Financial Planning · Encompass 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 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.
Forms ADV
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