Todd Wiersum
Encompass Financial Services · San Diego, California
Todd Wiersum is a fee-only financial advisor at Encompass Financial Services in San Diego, California, who holds the CFP credential. Todd focuses on tax planning, estate & legacy planning and real estate investors. Encompass Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Encompass Financial Services |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.2M across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3199522 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.encompassfinancial.net |
How Todd's firm compares
- Encompass Financial Services's average account is about $447,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Todd
Is Todd Wiersum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Encompass Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Encompass Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Wiersum based?
Todd Wiersum is based in San Diego, California.
What does Todd specialize in?
Todd's specialties include tax planning, estate & legacy planning, real estate investors and international & expat planning.
What credentials does Todd Wiersum hold?
Todd Wiersum holds the CFP credential.
Is Todd Wiersum registered with the SEC?
Yes. Todd Wiersum is registered as an investment adviser representative in CA (CRD 3199522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Encompass Financial Services manage?
Encompass Financial Services reports $2.2M across 5 accounts in assets under management.
How do I contact Todd Wiersum?
Through Todd's website, www.encompassfinancial.net.
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
- Encompass Financial Services 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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