Matthew Argyle
Matthew Argyle is a CFA, CFP-designated registered investment advisor at Encore Retirement Planning, LLC, based in South Jordan, UT, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encore Retirement Planning offers investment management as part of its ongoing financial planning service. The annual fee is a flat dollar amount, starting at $9,800 per year ($2,450 per quarter), and is determined based on the complexity of the client's situation and the services required. The fee may be adjusted based on the Consumer Price Index. Clients can pay the fee by direct debit, check, credit card, debit card, or electronic funds transfer.
Location
South Jordan, UT
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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 ActivitiesSells Insurance
Matthew owns and operates Encore Tax Services, providing tax preparation services, dedicating about half his time. He is also an independent agent with Allegis Advisor Group, selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week.
Employment History
Current Registrations
Encore Retirement Planning, LLC
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
E*trade Securities LLCBroker
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.