RIA Intel›Advisers›Oregon›ENCOMPASS FINANCIAL PLANNING, INC.

ENCOMPASS FINANCIAL PLANNING, INC.

Advisory

WEST LINN, OR

Data as of May 22, 2026 · Source: SEC Form ADV

Average account
$157K
across 190 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
74
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNV, OR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

INTEGRATED CAPITAL PLANNING LLC
BEND, OR
$30M
DIAMOND PEAK WEALTH MANAGEMENT LLC
BEND, OR
$30M
BLUEPRINT FINANCIAL CONSULTANTS LLC
PORTLAND, OR
$30M
RUBICON GLOBAL HALAL ADVISORS, LLC
PORTLAND, OR
$30M
-81.6% 1Y
GRANITE CAPITAL ADVISORS, LLC
BEAVERTON, OR
$30M
-11.3% 1Y
MORGAN, KURT EVAN
BEAVERTON, OR
$29M

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