Firm
Encircle Financial Strategies
Columbus, Indiana
Fee-only
Encircle Financial Strategies at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 4 employees and 240 individual clients, 41 of them high net worth.
- Its average account is about $192,000 (assets it manages divided by its 726 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Columbus, Indiana |
|---|---|
| Website | encirclefinancialstrategies.com |
| Phone | (317) 570-1800 |
Encircle Financial Strategies fees
Encircle Financial Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $139 million |
| Individual clients | 199 |
| High-net-worth clients | 41 |
| Accounts managed | 726 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128603) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 327420 |