{
  "crd_number": 336566,
  "slug": "encore-wealth-advisors-morris-mn-336566",
  "primary_business_name": "ENCORE WEALTH ADVISORS",
  "legal_name": "ENCORE WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Morris",
  "state": "MN",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-08",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 121659707.0,
  "raum_discretionary": 121635865.0,
  "raum_non_discretionary": 23842.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1603011.0,
      "count": 5
    },
    "individuals": {
      "raum": 63161932.0,
      "count": 382
    },
    "pension_profit_sharing": {
      "raum": 12224845.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 44108588.0,
      "count": 55
    },
    "corporations_other_businesses": {
      "raum": 561331.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IA",
    "IL",
    "KS",
    "MN",
    "ND",
    "OR"
  ],
  "websites": [
    "https://encorewealthadvisors.net",
    "https://facebook.com/EncoreWealthAdvisorsLLC",
    "https://linkedin.com/in/timschaeferencore"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336566",
  "city_as_filed": "MORRIS",
  "url": "https://advisorcensus.com/firm/encore-wealth-advisors-morris-mn-336566",
  "display_name": "Encore Wealth Advisors",
  "summary": "Encore Wealth Advisors is an SEC-registered investment advisory firm in Morris, MN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Encore Wealth Advisors (CRD 336566): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Encore Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Encore Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Encore Wealth Advisors located?",
      "a": "Encore Wealth Advisors' principal office is in Morris, MN, according to its Form ADV."
    },
    {
      "q": "Is Encore Wealth Advisors registered with the SEC or a state?",
      "a": "Encore Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336566."
    },
    {
      "q": "How much does Encore Wealth Advisors manage?",
      "a": "Encore Wealth Advisors reports $121,659,707 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Encore Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (382); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Which custodians does Encore Wealth Advisors use?",
      "a": "Encore Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Encore Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336566"
    },
    {
      "q": "Does Encore Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"We do not have a minimum account size requirement to open or maintain an account.\""
    },
    {
      "q": "What changed in Encore Wealth Advisors' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $107,986,650 to $121,659,707 (+13%). Employees performing advisory functions went from 3 to 1."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $107,986,650 to $121,659,707 (+13%).",
        "Employees performing advisory functions went from 3 to 1."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in AZ, IA, IL, KS, ND, OR."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement to open or maintain an account."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Capital Client Group, Inc.",
      "name_as_filed": "CAPITAL CLIENT GROUP, INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/encore-wealth-advisors-morris-mn-336566.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 382,
      "fewer_than_5": false,
      "raum": 63161932.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 44108588.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 12224845.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1603011.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 561331.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336566",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}