Encompass Advisors, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$60⁠-⁠$250/hr

“Hourly fees range from $60 to $250 per hour.”

Flat or project fee

$200⁠-⁠$8,000

“Fixed fees range from $200 to $8,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Encompass Advisors, LTD. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment management fees are paid monthly, in advance, pursuant to the terms of the investment advisory agreement.”
• “Fees are negotiable at the sole discretion of the Advisor.”
• “Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Encompass Advisors, LTD.’s fees compare

• Its hourly rate of $60-$250 is below the North Carolina median of $300. 8% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$8,000 spans the North Carolina median of $4,800. 47% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Encompass Advisors, LTD.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

48

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$46,727,644

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130857

Website

x.com/EncompassADV (opens in new tab)

Phone

(828) 884-8840

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina