Financial Advisors · profile
RIA · registry-verified
Encompass Financial Services
Registered investment adviser · San Diego, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| How they're paid | Only on listings | 0 | getwarmer.comAggregated |
1 fact·1 source·0 contested·1 not confirmed
03
What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Who they work with individuals and families encompassfinancial.netSelf-published
- Professional certifications CFP encompassfinancial.netSelf-published
- Professional certifications CPA encompassfinancial.netSelf-published
- Services Financial planning encompassfinancial.netSelf-published
- Services Investment management encompassfinancial.netSelf-published
- Services Retirement planning encompassfinancial.netSelf-published
- Services tax preparation and planning services encompassfinancial.netSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
04
Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- san diego, caencompassfinancial.netSelf-publishedpatch.comIndependent editorialgetwarmer.comAggregatedmapquest.comAggregatedindyfin.comAggregatedmapquest.comAggregated
- Years in practice
- 23 years of industry experiencegetwarmer.comAggregated
- Registration
- ENCOMPASS FINANCIAL SERVICES, License #331597, CA · registered or notice filed in Californiaadviserinfo.sec.govIndependent editorialindyfin.comAggregated
- Professional certifications
- CPA · CPA, CFP · CFPencompassfinancial.netSelf-publishedpatch.comIndependent editorialencompassfinancial.netSelf-publishedgetwarmer.comAggregatedcalifornia.beautihost.comAggregated
- Services
- tax preparation and planning services · income tax preparation, financial planning, investment advisory, estate planning · financial planning, investment management, wealth-building strategies, retirement planning, tax-efficient investing, estate planning, risk management, financial coaching · retirement planning, investment management, estate planning, tax strategies, financial coaching, business financial consultingencompassfinancial.netSelf-publishedpatch.comIndependent editorialkingnewswire.comIndependent editorialdigitaljournal.comAggregated
- Who they work with
- high net-worth clients · individuals and businesses · individuals and families · individuals, trusts, estates, charitable organizations, corporations, and pension planspatch.comIndependent editorialkingnewswire.comIndependent editorialzoominfo.comAggregatedencompassfinancial.netSelf-publishedmapquest.comAggregatedgetwarmer.comAggregated
- How they're paid
- Fee-onlygetwarmer.comAggregated
05
Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
Address: 12636 Highbluff Dr Suite 110 San Diego, CA 92130
offers income tax preparation, financial planning, investment advisory and estate planning services to high net-worth clients
By choosing Encompass Financial Services, you’re not only gaining a financial advisor but also a partner dedicated to your financial well-being and success
As Todd Wiersum, Founder of Encompass Financial Services, puts it, “At Encompass Financial Services, we believe every financial journey is unique.
Fee-only: Financial planning fees: fixed fees ranging from $2,500 to $10,000
ENCOMPASS FINANCIAL SERVICES INC is in the industry of Activities Related to Credit Intermediation
EFS Inc offers a range of financial services including bookkeeping, payroll, tax preparation, and tax resolution for both individuals and businesses.
Daniel Shahmoradian, CFP - Financial Planner
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Every source, every date
Where every fact comes from
We read 76 mentions across the web and boiled them down to 55 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Category | Accountant | nextdoor.comAggregated | Verified | |
| Category | Accounting for Legal Practices, Business Services | zoominfo.comAggregated | Verified | |
| Category | Activities Related to Credit Intermediation | dnb.comAggregated | Verified | |
| Category | Attorney | thetaxlawyer.comIndependent editorial | Verified | |
| Category | Bank/Financial Services | nextdoor.comAggregated | Verified | |
| Category | Finance | reviews.birdeye.comAggregated | Verified | |
| Category | Financial | patch.comIndependent editorial | Verified | |
| Category | Financial Advising | yelp.comAggregated | Verified | |
| Category | financial advisor · 2 sources | kingnewswire.comIndependent editorialcalifornia.beautihost.comAggregated | Verified | |
| Category | Financial Planner | california.beautihost.comAggregated | Verified | |
| Category | financial planning firm | mapquest.comAggregated | Verified | |
| Category | Financial service · 2 sources | getwarmer.comAggregatedencompassfp.comIndependent editorial | From page metadata | |
| Category | Financial Service | encompass-financial.netIndependent editorial | Verified | |
| Category | Insurance | yelp.comAggregated | Verified | |
| Category | Investing | yelp.comAggregated | Verified | |
| Category | Lawyer | nextdoor.comAggregated | Verified | |
| Category | Legal service | thetaxlawyer.comIndependent editorial | From page metadata | |
| Category | Legal Service | thetaxlawyer.comIndependent editorial | Verified | |
| Category | Property tax consultant | nextdoor.comAggregated | Verified | |
| Category | real estate industry | system.privco.comIndependent editorial | Verified | |
| Category | Tax preparer | nextdoor.comAggregated | Verified | |
| Featured on | beautihost.com | california.beautihost.comAggregated | Verified | |
| Founded by | todd wiersum · 2 sources | kingnewswire.comIndependent editorialdigitaljournal.comAggregated | Verified | |
| How they're paid | Fee-only | getwarmer.comAggregated | Verified | |
| Main location | ca · 5 sources · 6 mentions | patch.comIndependent editorialgetwarmer.comAggregatednextdoor.comAggregatedindyfin.comAggregatedmapquest.comAggregated | From page metadata | |
| Main location | cherokee, ok | system.privco.comIndependent editorial | Verified | |
| Main location | clarksville, tn · 2 sources | dnb.comAggregatedreviews.birdeye.comAggregated | Verified | |
| Main location | long beach, ny | encompassfp.comIndependent editorial | Verified | |
| Main location | san diego, ca · 6 sources | encompassfinancial.netSelf-publishedpatch.comIndependent editorialgetwarmer.comAggregatedmapquest.comAggregatedindyfin.comAggregatedmapquest.comAggregated | Verified | |
| Main location | saugus, ma | encompass-financial.netIndependent editorial | Verified | |
| Main location | us · 4 sources | patch.comIndependent editorialgetwarmer.comAggregatednextdoor.comAggregatedmapquest.comAggregated | From page metadata | |
| Professional certifications | CFP · 3 sources | encompassfinancial.netSelf-publishedgetwarmer.comAggregatedcalifornia.beautihost.comAggregated | Verified | |
| Professional certifications | CPA | encompassfinancial.netSelf-published | Verified | |
| Professional certifications | CPA, CFP | patch.comIndependent editorial | Verified | |
| Registration | ENCOMPASS FINANCIAL SERVICES, License #331597, CA | adviserinfo.sec.govIndependent editorial | Not dated | Registry-verified |
| Registration | registered or notice filed in California | indyfin.comAggregated | Verified | |
| Services | bookkeeping, payroll, tax preparation, and tax resolution | zoominfo.comAggregated | Verified | |
| Services | comprehensive personal and business services covering business bookkeeping, payroll, and tax services; personal and business tax services; personal and business insurance services; and personal and business financial services | reviews.birdeye.comAggregated | Verified | |
| Services | financial planning | encompassfinancial.netSelf-published | Verified | |
| Services | Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops | indyfin.comAggregated | Verified | |
| Services | financial planning, investment management, and consulting services | getwarmer.comAggregated | Verified | |
| Services | financial planning, investment management, wealth-building strategies, retirement planning, tax-efficient investing, estate planning, risk management, financial coaching | kingnewswire.comIndependent editorial | Verified | |
| Services | income tax preparation, financial planning, investment advisory, estate planning | patch.comIndependent editorial | Verified | |
| Services | investment management | encompassfinancial.netSelf-published | Verified | |
| Services | investments, retirement planning, and wealth management | mapquest.comAggregated | Verified | |
| Services | Real Estate Brokerage, Appraisals and Valuation, Investment Advisory, Small Business Consulting, Marketing and Branding, Farm and Property Management, Business Valuation and Brokerage, Sustainability Planning | linkedin.comSelf-published social | Verified | |
| Services | retirement planning | encompassfinancial.netSelf-published | Verified | |
| Services | retirement planning, investment management, estate planning, tax strategies, financial coaching, business financial consulting | digitaljournal.comAggregated | Verified | |
| Services | tax preparation and planning services | encompassfinancial.netSelf-published | Verified | |
| Who they work with | commercial, agricultural and residential markets | linkedin.comSelf-published social | Verified | |
| Who they work with | high net-worth clients | patch.comIndependent editorial | Verified | |
| Who they work with | individuals and businesses · 2 sources | kingnewswire.comIndependent editorialzoominfo.comAggregated | Verified | |
| Who they work with | individuals and families · 2 sources | encompassfinancial.netSelf-publishedmapquest.comAggregated | Verified | |
| Who they work with | individuals, trusts, estates, charitable organizations, corporations, and pension plans | getwarmer.comAggregated | Verified | |
| Years in practice | 23 years of industry experience | getwarmer.comAggregated | Verified |
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry
07
Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Verified
1 · checked against a registryVerified
On record at adviserinfo.sec.gov
Self-asserted
2 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: encompassfinancial.net
Self-asserted · unverified
Source: encompassfinancial.net
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
08
We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidOnly on a listing site Only on a listing site
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelNothing public to confirm this Nothing public to confirm this
09
How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Independent editorial
Sources consulted
Profile · encompass-financial-services-51df1f8089254b249541af01bcfaddc9
Category · Financial Advisors
Published by Authoria