Todd Wiersum is a CFP-designated registered investment advisor at Encompass Financial Services, based in San Diego, CA, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass Financial Services charges a percentage of your portfolio each year for investment management. The specific fee is based on the size of your portfolio, how complex it is, and how much activity there is in the account. The maximum annual fee is 1.25%. There is a minimum quarterly fee of $1,250 ($5,000 per year), which may be negotiable. Fees are charged in advance each quarter.
Location
12636 High Bluff Dr. #110, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is a CPA providing tax preparation and accounting services through Solstice Tax Solutions Inc. since 2020. This activity takes nearly full-time hours.
Employment History
Current Registrations
Encompass Financial Services
Previous Registrations
Intelligence Driven Advisers, LLC
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bidwell & CompanyBroker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.