KYLE S. SCOTT FINANCIAL PLANNING, INC.

Overview

Kyle S. Scott Financial Planning, Inc. is an independent registered investment adviser focused on individual and family clients and small businesses. The firm provides financial planning and portfolio management, charging a combination of percentage-of-assets and hourly fees. Investment activity centers on equity allocation, with discretionary management used on the bulk of client assets. The adviser does not position itself as a capital allocator or pension consultant and is not marketed as an ESG-focused manager. Portfolio construction appears to favor liquid, exchange-traded instruments as the primary building blocks of client portfolios, supplemented by traditional fixed-income vehicles and select alternative exposure. Advisory services are tailored to individuals and small business owners, with a mix of managed accounts and other account types accessible through a major retail custodian.

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Public Holdings

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Location & Offices