Derek Sensenig
Derek Sensenig is a CFP, ChFC-designated registered investment advisor at Encompass Advisory Services, LLC, based in Katy, TX, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 433 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
23114 Seven Meadows Parkway, Katy, TX, 77494
Get directionsHistory
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
Derek is SVP of Financial Planning at Encompass Advisory Services, spending nearly full-time on this role. He is also an independent insurance agent, sells insurance through Family First Life, owns investment property, consults for a race team, is a professor at Kansas State University, and is an author.
Employment History
Current Registrations
Encompass Advisory Services, LLC
Previous Registrations
The Leaders Group, INC.Broker
Ae Wealth Management, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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.