Encore Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Encore Wealth Advisors serves individual clients and also accepts business entities, trusts, estates and charitable organizations for investment advisory, financial planning and tax return preparation. Like many independent advisers, it provides ongoing portfolio management for individuals while also offering limited one-time planning engagements.
The firm delivers holistic financial planning that integrates discretionary asset management with ongoing planning and tax-related services, and it provides client access to a planning portal for consolidated reporting. Investment implementation emphasizes long-term, fundamentally driven allocations using mutual funds, ETFs and bonds, and the firm may employ model portfolios and select funds that require adviser approval.
Distinctive aspects include the firm’s acceptance of corporate/business clients alongside individual investors and its use of funds that are typically available only through approved advisers, both of which are less common among peers. The firm also does not rely solely on a percentage‑of‑assets fee model and does not exercise discretion to purchase cryptocurrencies, instead offering education and referral options for digital-asset exposure.
Client services
Expertise
Fee options
Fixed fees for one-time limited engagement financial planning sessions
Hourly charges for limited engagement financial planning sessions (e.g., individual two-hour planning sessions)
Annual minimum retainer fee of $12,000 for ongoing holistic financial planning, paid quarterly in advance
Account minimum: $12,000 annual retainer fee Minimum fee: Annual minimum retainer fee of $12,000, paid quarterly in advance Fee-only: Fixed annual retainer fee starting at $12,000; fixed fees for one-time limited engagement financial planning sessions
Main office
Nevada City CA
Advisors at this office
1
Most active in
California
Also doing business as
Encore Wealth Advisors, LLC · Main Street Advisors · Mark Alan Stempel · Mark Stempel & Associates
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.
Forms ADV
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