# Encompass Financial Planning

Encompass Financial Planning is a Multi Family Office based in West Linn, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Linn, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://encompassfinancialplanning.com

## Regulatory record

- **CRD number:** 287472
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287472

## About

Encompass Financial Planning provides comprehensive financial planning to improve clients' lives. Comprehensive financial planning is the process of determining whether and how an individual can meet their life goals through proper management of their financial resources. Planning areas include college, tax, insurance, investment, retirement, and estate.

## People

- Rich Dougall — President of Encompass Financial Planning and Director of Financial Planning, CFP®
- Katherine Dougall — Senior Administrator / Client Services & Insurance Support

## Questions

### Is Encompass Financial Planning a fiduciary?

As a Registered Investment Advisor (RIA) regulated by the SEC or its state securities authority, the firm bears a fiduciary duty to place client interests ahead of its own. This means its compensation structure is fee-only — no commissions, no proprietary products — and every investment recommendation must serve the client's best interest. This obligation is legally enforceable under the Investment Advisers Act of 1940.

### What investment vehicles does Encompass Financial Planning typically use?

The firm's published materials indicate a preference for low-cost index funds, exchange-traded funds (ETFs) and, where appropriate, individual municipal or taxable bonds. It does not market access to private equity, venture capital, or hedge fund limited partnerships. This building-block approach favors broad market exposure, tax control, and expense minimization over the pursuit of concentrated, active-manager alpha.

### Does the firm specialize in serving a specific professional demographic?

Encompass Financial Planning's marketing and service descriptions point toward corporate executives, professionals in technology and industrial sectors, and individuals nearing or in retirement. A defined specialty involves advising on concentrated employer stock positions, including restricted stock units, employee stock options, and employee stock purchase plans — navigating rule 10b5-1 trading plans, tax liquidation sequencing, and diversification strategies.

## Related profiles

- [Bespoke Financial Planning](https://altss.com/profile/bespoke-financial-planning-llc)
- [Provision Wealth Management](https://altss.com/profile/provision-wealth-management-inc)

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Last updated: 2026-08-11T15:06:42.396Z

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