Encore Retirement Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Encore Retirement Planning serves households generally in the $5 million to $15 million net-worth range, providing retirement income planning, wealth distribution strategy, and portfolio management for individuals. The firm also advises on publicly traded securities and, for qualified clients, coordinates access to private placements and other alternative investments.
The practice is planning-led and emphasizes tax-aware portfolio construction, asset–liability matching for retirement cash flows (a two-portfolio spending/growth framework), and low-turnover, diversified ETF-based allocations. Clients may engage non-discretionary strategic advisory services or elect delegated discretionary implementation for accounts custodied at Charles Schwab, and the firm has transitioned to a flat-fee billing model with complexity-based tiers rather than routinely charging fees as a percentage of assets.
Notable distinctions include common ownership of a separate tax preparation and advisory business (an Enrolled Agent practice), which the firm discloses as a potential conflict of interest and notes can occupy material time during peak tax season. The firm’s principal also holds CFP® and CFA® credentials, and the adviser offers institutional 1031 exchange facilitation and fixed-fee alternative-investment due diligence while restricting discretionary management to accounts maintained at its recommended custodian.
Client services
Expertise
Occupation focus
Fee options
$12,500 or $15,000 for Strategic Advisory; $12,500 or $15,000 annually for Ongoing Strategic Advisory; $15,000 or $22,500 annually for Delegated Portfolio Management; $25,000 flat project fee for 1031 exchange; $2,500 or $5,000 per investment for alternative investment diligence
Up to $275 per hour for financial planning
Fee-only: Fixed fees ranging from $12,500 to $22,500 annually depending on service tier and complexity; flat fees for 1031 exchange and alternative investment due diligence; hourly fees up to $275/hour.
Main office
South Jordan UT
Advisors at this office
1
Most active in
Texas · Utah
Also doing business as
Encore Retirement Planning · Encore Retirement Planning, LLC
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
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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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