Mark Stempel
Encore Wealth Advisors, LLC · Nevada City, California
Mark Stempel is a fee-only financial advisor at Encore Wealth Advisors, LLC in Nevada City, California, who holds the CFP and EA credentials. Mark charges an ongoing planning fee (ongoing planning from $12,000 a year).
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Who they serve
- Mid-life transitions
Facts
| Firm | Encore Wealth Advisors, LLC |
|---|---|
| Based in | Nevada City, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Assets under management | $12.3M across 29 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 2381666 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | encorewealthadvisors.com |
| Profile |
How Mark's firm compares
- Ongoing planning starts at $12,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Encore Wealth Advisors, LLC's average account is about $424,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Mark
Is Mark Stempel a fee-only financial advisor?
Yes. Mark Stempel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark charges an ongoing planning fee.
How much does Mark charge?
According to Encore Wealth Advisors, LLC's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Where is Mark Stempel based?
Mark Stempel is based in Nevada City, California.
What credentials does Mark Stempel hold?
Mark Stempel holds the CFP and EA credentials.
Is Mark Stempel registered with the SEC?
Yes. Mark Stempel is registered as an investment adviser representative in CA (CRD 2381666), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Encore Wealth Advisors, LLC manage?
Encore Wealth Advisors, LLC reports $12.3M across 29 accounts in assets under management.
How do I contact Mark Stempel?
Through Mark's website, encorewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Encore Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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