Encore Investment Advisors, LLC fees
Financial planner in North Attleborough, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 10, 2026, Encore Investment Advisors, LLC (North Attleborough, MA) charges an annual fee of up to $20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change.
- Annual fee
- Up to $20,000/yr
Can go up to $20,000; the Massachusetts median is $10,000.
“Clients engaged under a separate financial planning or consulting agreement are charged an annual fee up to $20,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Encore Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees are charged quarterly, in advance of each calendar quarter.”
- “The fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 34
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $42.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 10, 2026
- CRD number
- 315512 (opens in new tab)
More planners in Massachusetts that publish fees
- Sound View Financial AdvisorsWalpoleHourly $350/hr, Annual $5,000-$10,000/yr
- Forsman Financial ServicesRochdaleFlat $3,000-$7,500, Quarterly $625-$1,875/qtr
- GrowthFocus Wealth Management LLCSwanseaFlat $250-$3,000
- Brave Boat Capital AdvisorsBostonFlat $1,000-$30,000
- Cascade Wealth Management Solutions Inc.PittsfieldHourly $300/hr
- O.F.O. Partners, LLCHinghamFlat up to $25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.