# Encore Wealth Advisors

> 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.

- CRD: 336566
- Filed as: ENCORE WEALTH ADVISORS
- Legal name: Encore Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morris, MN
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336566
- AdvisorCensus page: https://advisorcensus.com/firm/encore-wealth-advisors-morris-mn-336566

## Quick answers

**How is Encore Wealth Advisors compensated?**
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).

**Where is Encore Wealth Advisors located?**
Encore Wealth Advisors' principal office is in Morris, MN, according to its Form ADV.

**Is Encore Wealth Advisors registered with the SEC or a state?**
Encore Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336566.

**How much does Encore Wealth Advisors manage?**
Encore Wealth Advisors reports $121,659,707 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Encore Wealth Advisors serve?**
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).

**Which custodians does Encore Wealth Advisors use?**
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.

**Does Encore Wealth Advisors report any disciplinary disclosures?**
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

**Does Encore Wealth Advisors state an account minimum?**
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."

**What changed in Encore Wealth Advisors' recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $121,659,707
- Discretionary: $121,635,865
- Non-discretionary: $23,842

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 382 | $63,161,932 |
| High net worth individuals | 55 | $44,108,588 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $12,224,845 |
| Charitable organizations | 5 | $1,603,011 |
| Corporations or other businesses not listed above | 1 | $561,331 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IA, IL, KS, MN, ND, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- encorewealthadvisors.net
- Facebook @EncoreWealthAdvisorsLLC
- LinkedIn @timschaeferencore

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $107,986,650 to $121,659,707 (+13%).
- Employees performing advisory functions went from 3 to 1.

### March 2026
- Registered or notice-filed in AZ, IA, IL, KS, ND, OR.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Encore Wealth Advisors (CRD 336566): Form ADV filing data as of October 2026.