$37.8M Total AUM
$37.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · E*TRADE · Etrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-17-2024
- Office Locations
- 1
Office Locations
-- South Jordan UT
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.
Team overview
33 AVG AGE
$37.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW ROBERT ARGYLE
Chief Compliance Officer
- CRD
- #5275753
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,836,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,836,359 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing