Encore Retirement Planning, LLC

Overview

Encore Retirement Planning, LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm functions primarily as a financial planner and portfolio manager for individuals and small businesses, and it also selects external managers on clients’ behalf. Fee arrangements are non–AUM: Encore charges hourly and fixed fees rather than percentage-based advisory fees. The firm identifies itself as a capital allocator and retains an accounting practice orientation, which shapes how it integrates tax and planning considerations into client engagements. Encore does not position itself as an ESG-focused or multistate advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices