ENCOMPASS FINANCIAL PLANNING

ENCOMPASS FINANCIAL PLANNING of WEST LINN, OR is an SEC-registered investment adviser (CRD 287472). Regulatory assets under management: $29.8M.

Registration

• CRD: 287472
• Type: Registered investment adviser
• Location: 1800 BLANKENSHIP RD, WEST LINN, OR, 97068
• Phone: 503-914-4494
• Latest filing: 2026-05-22
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search