A complete list of active advisors currently associated with Encore Retirement Planning, LLC
Warmer can help you find a great advisor at Encore Retirement Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Encore Retirement Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
South Jordan, UT
| 12
|
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