Encompass Financial Planning

Encompass Financial Planning (CRD# 287472) is a financial advisory firm headquartered in West Linn, OR. They manage $22,841,767 in 160 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1800 Blankenship Rd, Suite #200, West Linn, OR 97068
http://www.encompassfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $142,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV, OR, TX, WA

Financial Advisors at Encompass Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Richard Dougall, financial advisor West Linn OR
Richard P. Dougall
CRD#: 4722254
1800 Blankenship Rd, Suite #200, West Linn, OR 97068

Richard Dougall (CRD# 4722254) is an Investment Advisor Representative working at Encompass Financial Planning in West Linn, OR and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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