Thrifty Scotty Financial, LLC

Overview

Thrifty Scotty Financial, LLC is an independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, operating primarily under hourly and fixed-fee arrangements rather than asset-based fees. It reports that it does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. All advisory assets reported are managed on a non-discretionary basis, which implies client approval is required for trading decisions rather than delegated trading authority to the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives