Firm
Encore Retirement Planning
South Jordan, Utah
Fee-only
Facts
| Based in | South Jordan, Utah |
|---|---|
| Website | encoreretire.com |
| Phone | (435) 590-9433 |
Encore Retirement Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,500 a year |
|---|---|
| One-time plan | From $12,500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$12,500 – Half upfront, half when you’re happy." source
"Annual Fee (No Trading)" source
"One flat fee. No percentages. No surprises." source
"Retirement Stewardship (Ongoing Planning & Tax Management)" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 329427 |