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The fee is billed in advance and is negotiable.","source":"ENCOMPASS WEALTH ADVISORS, LLC - FORM ADV 2 A DISCLOSURE BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Encompass Wealth Advisors use?","answer":"Encompass Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $457M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Encompass Wealth Advisors have?","answer":"Encompass Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Encompass Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Encompass Wealth Advisors’ separately managed accounts held 69% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Encompass Wealth Advisors?","answer":"Encompass Wealth Advisors’ direct owners are Mary Minshall, Matthew Presjak, Colin Williams and Matthew Yarbrough, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Encompass Wealth Advisors get paid?","answer":"Encompass Wealth Advisors is paid through a percentage of assets under management. 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