Encompass Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The fee is also calculated on a rate of $200 per hour.”

Flat or project fee

$1,000⁠-⁠$6,000

“Fees for Comprehensive Financial Planning range from $1,000 to $6,000.”

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

How Encompass Financial Planning bills

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

• “Fees are generally not negotiable; however, EFP reserves the right to offer waivers or discounts of fees at its discretion.”
• “One-half of the planning fee is payable upon signing the Financial Planning Agreement and the balance upon delivery of the written plan.”
• “Our rate is $ 200 per hour, billed in 15-minute increments, with a minimum of 2 hours.”

How Encompass Financial Planning’s fees compare

• Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
• None of the 2 other planners in West Linn that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$6,000 spans the Oregon median of $4,000. 41% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in West Linn that publish a flat or project fee charge less.

About Encompass Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

1.25% a year

Clients

74

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$29,832,042

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287472

Website

encompassfinancialplanning.com (opens in new tab)

Phone

(503) 914-4494

Can advise clients in 3 states: Nevada, Oregon, Washington

Other planners in West Linn that publish fees

• JPS Global Investments, LLCWest Linn$2,000⁠-⁠$40,000
• Pacific Coast Investment Advisors, LLCWest Linn$250/hr, $500⁠-⁠$2,500
• Veridan WealthWest Linn$500/hr, $500⁠-⁠$25,000
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500

Compare all 6 planners in West Linn