# James Ek

> James Ek is a fee-only financial advisor at PCM Encore in Woburn, Massachusetts. James focuses on retirement planning, estate & legacy planning and tax planning. PCM Encore reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-ek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PCM Encore
- **Based in:** Woburn, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.05B across 798 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 6483825 (https://adviserinfo.sec.gov/individual/summary/6483825)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2016), Series 65 (2019)
- **Firm size:** 18 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://encoreinvestment.com/

## Frequently asked questions

### Is James Ek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and PCM Encore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, PCM Encore, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Ek based?

James Ek is based in Woburn, Massachusetts.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. James works with ultra high net worth and multi-generational families.

### Is James Ek registered with the SEC?

Yes. James Ek is registered as an investment adviser representative in MA (CRD 6483825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does PCM Encore manage?

PCM Encore reports $2.05B across 798 accounts in assets under management.

### How do I contact James Ek?

Through James's website, encoreinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6483825): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://encoreinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.