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Thomas Howard Payne

Investment adviser representative at Encompass Advisory Services, LLC
22 yearsExperience
2 statesRegistered in
$121.3MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

22 years in the industry.

  1. Encompass Advisory Services, LLCJul 2024 to now
  2. Infinity Financial ServicesSep 2016 to Feb 2018
  3. Prosperitas Wealth Management LLCNov 2004 to Dec 2024
  4. Trinity Fiduciary Partners, LLCNov 2004 to Feb 2021

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Encompass Advisory Services, LLC

$121.3MAssets managed
433Clients
7Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4177697
Firm CRD
283574
Advisor's SEC record (opens in a new tab)
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