# Encompass Financial Planning

> Encompass Financial Planning is a state-registered investment advisory firm in West Linn, OR, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 287472
- Filed as: ENCOMPASS FINANCIAL PLANNING
- Legal name: Encompass Financial Planning, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Linn, OR
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287472
- AdvisorCensus page: https://advisorcensus.com/firm/encompass-financial-planning-west-linn-or-287472

## Quick answers

**How is Encompass Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Encompass Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Encompass Financial Planning located?**
Encompass Financial Planning's principal office is in West Linn, OR, according to its Form ADV.

**Is Encompass Financial Planning registered with the SEC or a state?**
Encompass Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287472.

**How much does Encompass Financial Planning manage?**
Encompass Financial Planning reports $29,832,042 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Encompass Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (7).

**Does Encompass Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287472

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,832,042
- Discretionary: $29,832,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $17,952,483 |
| High net worth individuals | 7 | $11,879,559 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- encompassfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Encompass Financial Planning (CRD 287472): Form ADV filing data as of October 2026.