Matthew Argyle
Encore Retirement Planning · South Jordan, Utah
Matthew Argyle is a fee-only financial advisor at Encore Retirement Planning in South Jordan, Utah, who holds the CFP and CFA credentials. Matthew charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,500 a year and one-time plans from $12,500) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Encore Retirement Planning |
|---|---|
| Based in | South Jordan, Utah |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,500 a year · One-time plans from $12,500 |
| Accepting new clients | Yes |
| Assets under management | $37.8M across 75 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, UT · CRD 5275753 |
| Exams passed | Series 63 (2013) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.encoreretire.com |
| Profile |
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Questions about Matthew
Is Matthew Argyle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Encore Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Matthew charge?
According to Encore Retirement Planning's website, checked October 30, 2026: ongoing planning from $12,500 a year; one-time plans from $12,500.
Where is Matthew Argyle based?
Matthew Argyle is based in South Jordan, Utah.
What does Matthew specialize in?
Matthew's specialties include flat-fee planning, retirement planning, tax planning, estate & legacy planning and real estate investors. Matthew works with pre-retirees and retirees.
What credentials does Matthew Argyle hold?
Matthew Argyle holds the CFP and CFA credentials.
Is Matthew Argyle registered with the SEC?
Yes. Matthew Argyle is registered as an investment adviser representative in TX and UT (CRD 5275753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Encore Retirement Planning manage?
Encore Retirement Planning reports $37.8M across 75 accounts in assets under management.
How do I contact Matthew Argyle?
Through Matthew's website, www.encoreretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Encore Retirement Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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