ENCORE RETIREMENT PLANNING, LLC

Overview

Encore Retirement Planning, LLC is an independent, owner-operated registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it acts as a capital allocator that selects and oversees third‑party managers when appropriate. Its fee model is non‑asset based, relying on hourly charges and fixed fees, and the firm lists accounting among its core business activities, which suggests a planning and tax-aware approach to client relationships rather than a commission-driven brokerage model. Encore does not position itself as an ESG investor and is not identified as a multi-state adviser. The firm’s advisory practice emphasizes tailored planning and manager selection over broad institutional mandates, which aligns with a client base that prefers bespoke planning and outsourced manager relationships.

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Public Holdings

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Location & Offices