SCOTT FINANCIAL RESOURCES LLC

Overview

Scott Financial Resources LLC is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. It identifies as a domestic entity owned by an individual and does not position itself as a capital allocator or pension consultant. The adviser is not active on ESG mandates and is not registered as a multi-state or related adviser. The firm lists an industry affiliation with an insurance company, which aligns with its use of insurance-linked products. Scott Financial Resources appears to operate a compact advisory model oriented toward private clients rather than institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives