# ENCORE RETIREMENT PLANNING, LLC

ENCORE RETIREMENT PLANNING, LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 329427
- Type: SEC-registered investment adviser
- Location: 5233 W DOCK ST, SOUTH JORDAN, UT, 84009
- Phone: 4355909433
- Latest filing: 2026-03-31
- Regulatory AUM: $37.8M
- Discretionary AUM: $37.8M
- Clients: 1
- Accounts: 75

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329427/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329427/similar
- Related entities: https://search.stillhousedata.com/firm/329427/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329427

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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.