# ENCOMPASS FINANCIAL PLANNING

ENCOMPASS FINANCIAL PLANNING of WEST LINN, OR is an SEC-registered investment adviser.

## Registration

- CRD: 287472
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287472/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287472/similar
- Related entities: https://search.stillhousedata.com/firm/287472/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287472

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.