# Jon Green

> Jon Green is a fee-only financial advisor at Encompass Advisors in Brevard, North Carolina, who holds the CFP and PFS credentials. Jon focuses on retirement planning, estate & legacy planning and tax planning. Encompass Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Encompass Advisors
- **Based in:** Brevard, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.7M across 172 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1270148 (https://adviserinfo.sec.gov/individual/summary/1270148)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1999)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.encompassadvisors.com/

## Frequently asked questions

### Is Jon Green a fee-only financial advisor?

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

### How does Jon charge for financial advice?

Jon's firm, Encompass Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jon Green based?

Jon Green is based in Brevard, North Carolina.

### What does Jon specialize in?

Jon's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jon Green hold?

Jon Green holds the CFP and PFS credentials.

### Is Jon Green registered with the SEC?

Yes. Jon Green is registered as an investment adviser representative in NC (CRD 1270148), 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 Encompass Advisors manage?

Encompass Advisors reports $46.7M across 172 accounts in assets under management.

### How do I contact Jon Green?

Through Jon's website, www.encompassadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1270148): 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://www.encompassadvisors.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.