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- Custodian
- Charles Schwab & Company · E*TRADE · Etrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2024
- Office Locations
- 1
Office Locations
About Encore Retirement Planning, LLC
Encore Retirement Planning is a flat-fee, fiduciary retirement planning and investment management firm serving retirement savers age 50+. The practice focuses on tax-efficient retirement income and managing investment risk, with tax planning and preparation handled in-house through Encore Tax Services. Led by Matthew Argyle (CFA, CFP, EA) and capacity-capped at 60 clients; featured in outlets such as AARP and CBS News.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
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- Platform
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Owner & Executives
MATTHEW ROBERT ARGYLE
Chief Compliance Officer
- CRD
- #5275753
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,836,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,836,359 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Encore Retirement Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.