Encore Retirement Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Hourly engagements are offered at a maximum rate of $275 per hour.”

Quarterly fee

$3,125⁠-⁠$3,750/qtr

“Clients fall into two tiers: 1)​ Standard: $12,500 annually ($3,125 per quarter). 2)​ Complex: $15,000 annually ($3,750 per quarter).”

Annual fee

$12,500⁠-⁠$22,500/yr

“Service Standard Complex Strategic Advisory $12,500 $15,000 Ongoing Strategic Advisory $12,500/year $15,000/year Delegated Portfolio Management $15,000/year $22,500/year 1.”

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

How Encore Retirement Planning, LLC bills

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

• “While fees are negotiable, all fees are agreed upon in advance and documented in the client’s advisory agreement.”
• “Fees for this service may be remitted via electronic funds transfer, check, debit card, or credit card. 2.”
• “Ongoing Strategic Advisory (Non-Discretionary) Fees are calculated as an annual flat fee and billed quarterly in arrears at the end of each calendar quarter.”

How Encore Retirement Planning, LLC’s fees compare

• Its hourly rate of $275 is above the Utah median of $200. 73% of the 78 other Utah planners that publish an hourly rate charge less.
• 5 of the 5 other planners in South Jordan that publish an hourly rate charge less.
• Its annual fee of $12,500-$22,500 is above the Utah median of $10,750. 81% of the 16 other Utah planners that publish an annual fee charge less.

About Encore Retirement Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

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

1.5% a year

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$37,836,359

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329427

Website

encoreretire.com (opens in new tab)

Phone

(435) 590-9433

Other planners in South Jordan that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Colwyn Investments LCSouth Jordan$150/hr, $1,000⁠-⁠$2,500
• JRS Wealth Management LLCSouth Jordan$250/hr, $300⁠-⁠$10,000
• LPG Capital ManagementSouth Jordan$150/hr
• Vitality Capital Management, LLCSouth Jordan$150⁠-⁠$250/hr, $1,000⁠-⁠$10,000

Compare all 10 planners in South Jordan