Scott Financial Resources LLC

Overview

Scott Financial Resources LLC is an independent registered investment adviser organized as an LLC that focuses on individuals, families and small-business owners. Its advisory work centers on financial planning and portfolio management for those client types. The firm charges both a percentage of assets under management and fixed fees. It identifies as neither an ESG-focused nor a multi-state adviser, and does not act as a capital allocator. The firm has an industry affiliation with an insurance company, which is consistent with its use of insurance-linked products in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives