Encore Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$310/hr

“Hourly rates range between $100 to $310 depending on the scope of the project.”

Flat or project fee

$100⁠-⁠$3,000

“Fixed fee rates range between $100 to $3,000.”

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

How Encore Wealth Advisors bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Thereafter, we charge a recurring fixed fee of up to $600 per quarter, paid in arrears for Ongoing Financial Planning services.”

How Encore Wealth Advisors’ fees compare

• Its hourly rate of $100-$310 spans the Minnesota median of $263. 28% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $100-$3,000 is below the Minnesota median of $5,250. 19% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Encore Wealth Advisors

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

2% a year

Clients

437

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$121,659,707

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

336566

Website

facebook.com/EncoreWealthAdvisorsLLC (opens in new tab)

Phone

(320) 288-4084

Can advise clients in 7 states: Arizona, Iowa, Illinois, Kansas, Minnesota, North Dakota, Oregon

Other planners in Minnesota that publish fees

• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota