ENCORE RETIREMENT PLANNING, LLC

ENCORE RETIREMENT PLANNING, LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 329427). Regulatory assets under management: $37.8M.

Registration

• CRD: 329427
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 329427 on SEC IAPD (source of record)
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