Encore Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,270,520
Clients
437
Advisors
1
of 4 employees
About
Encore Wealth Advisors, Inc. is a fee-only registered investment adviser that manages roughly $122 million for about 437 clients and serves individuals (including high‑net‑worth clients), employer retirement plans, charitable organizations, and businesses. The firm provides wealth management (investment management plus financial planning), retirement plan consulting/management, and may coordinate implementation through outside managers.
The firm develops individualized investment policies and focuses on asset allocation, using a mix of passive and active strategies informed by fundamental, technical, and macro analysis and Modern Portfolio Theory; it can manage accounts on a discretionary or non‑discretionary basis and works with third‑party managers, including a relationship with Adhesion Wealth Advisor Solutions. Financial planning is offered both as one‑time project engagements and as ongoing planning relationships, and the firm will construct socially responsible portfolios on client request.
Noteworthy among peers, the firm conducts educational seminars for organizations and the public on financial topics (offered virtually or in person, with fees reported from $0 to $3,000), a service the brochure highlights as purely educational and not individualized advice. The brochure also discloses that the firm’s principals operate a separate consulting business (Encore Consultants, LLC) and that one principal maintains an insurance license but does not sell commissionable products, relationships the firm says are disclosed to clients and managed as potential conflicts.
Client services
Expertise
Fee options
Project-based financial planning fees from $100 to $3,000; initial financial planning fee up to $2,000; ongoing financial planning up to $600 per quarter
up to 1.60% annually
$100 to $310 per hour depending on project scope
Fee-only: Fee-only firm, compensated solely by clients for services
Main office
715 Atlantic Avenue
Morris MN 56267
Advisors at this office
1
Most active in
Arizona · Illinois · Iowa · Kansas · Minnesota · North Dakota · Oregon
Also doing business as
Encore Wealth Advisors · Encore Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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