Falists
← Back to search

ENCOMPASS FINANCIAL PLANNING

ENCOMPASS FINANCIAL PLANNING, INC.

CRD 287472

Visit website

1800 BLANKENSHIP RD, SUITE #200, WEST LINN, OR, 97068, United States

Phone

503-914-4494

Fax

503-908-2700

Registration

— (—)

Source

State registered

Total AUM

$29.8M

Discretionary AUM

$29.8M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals67$18.0M
High net worth individuals7$11.9M

All web addresses on file

Official SEC filing: View on IAPD