Samuel Rice
PCM Encore · Aspen, Colorado
Samuel Rice is a fee-only financial advisor at PCM Encore in Aspen, Colorado. Samuel 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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | PCM Encore |
|---|---|
| Based in | Aspen, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.05B across 798 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7979729 |
| Exams passed | Series 65 (2024) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | encoreinvestment.com |
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Questions about Samuel
Is Samuel Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, PCM Encore, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Rice based?
Samuel Rice is based in Aspen, Colorado.
What does Samuel specialize in?
Samuel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Samuel works with ultra high net worth and multi-generational families.
Is Samuel Rice registered with the SEC?
Yes. Samuel Rice is registered as an investment adviser representative in WA (CRD 7979729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PCM Encore manage?
PCM Encore reports $2.05B across 798 accounts in assets under management.
How do I contact Samuel Rice?
Through Samuel's website, encoreinvestment.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
- PCM Encore 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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