How does the advisor help clients – Key Takeaways:
ENCOMPASS FINANCIAL ADVISORS, INC. is a well-respected financial advisory firm that provides comprehensive financial planning and investment management services. They work with individuals, families, and small businesses to help them achieve their financial goals.
With a team of experienced and knowledgeable advisors, ENCOMPASS FINANCIAL ADVISORS, INC. is able to provide personalized solutions to their clients, taking into account their unique financial situations and objectives. They aim to educate and empower their clients to make informed financial decisions and build long-term financial success.
Some key takeaways about ENCOMPASS FINANCIAL ADVISORS, INC. include:
- Experienced and knowledgeable team of advisors
- Comprehensive financial planning and investment management services
- Focus on educating and empowering clients
- Successful track record in helping clients achieve their financial goals
Facts and Insights
Here are some important facts and insights about ENCOMPASS FINANCIAL ADVISORS, INC. to help you get a better understanding of their services and approach:
- Founded in 2003
- Over $500 million in assets under management
- Over 20 advisors on staff
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business | |
|---|---|---|---|
| ENCOMPASS FINANCIAL ADVISORS, INC. | $500 million+ | 20+ | 18 years |
Financial Services Offered
ENCOMPASS FINANCIAL ADVISORS, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of their main services include:
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
Client Types
ENCOMPASS FINANCIAL ADVISORS, INC. is dedicated to helping a variety of clients achieve their financial goals. They work with:
- Individuals
- Families
- Small Businesses
Fees & Compensation
ENCOMPASS FINANCIAL ADVISORS, INC. operates on a fee-only basis, meaning they do not earn commissions for selling financial products. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of the assets they manage for their clients, providing a transparent and aligned fee structure.
Background
ENCOMPASS FINANCIAL ADVISORS, INC. was founded in 2003 and has since grown to become a leading financial advisory firm. Their team of advisors has a combined experience of over 100 years in the financial services industry. They are dedicated to providing exceptional service and personalized financial solutions to their clients.
Financial Advisor Disclosures to Know
Clients should be aware of a few important disclosures when working with ENCOMPASS FINANCIAL ADVISORS, INC. These include:
- Any potential conflicts of interest
- Fees and compensation structure
- Any disciplinary actions taken against the firm or its advisors
To get a deeper understanding of these disclosures, clients can refer to ENCOMPASS FINANCIAL ADVISORS, INC.’s Form ADV, which is publicly available on the SEC’s website.