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Scott Wynant

Crossmark Wealth Management, LLC
42 Years of Experience
Houston, TX
Broker
View SEC Summary
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Scott Wynant is a registered investment advisor at Crossmark Wealth Management, LLC, based in Houston, TX, with 42 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 723 clients with $1.2B in assets under management.

Crossmark Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
723 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and vary from relationship to relationship, but generally will not exceed 1% annually, assessed quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9753 Katy Freeway, Suite 200, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is a board member of El Centro Network since 2017. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Crossmark Wealth Management, LLC
July 2017 - Present · 9 yrs 3 mos
Crossmark Global Investments, INC.
January 2013 - Present · 13 yrs 9 mos
Crossmark Distributors, INC.Broker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
Capstone Financial Solutions, LLC
March 2009 - December 2012 · 3 yrs 9 mos
Capstone Financial Solutions, LLC
August 2007 - March 2009 · 1 yr 7 mos
Steward Capital Advisors, LLC
May 2003 - September 2006 · 3 yrs 4 mos
Timothy Partners, LTD.Broker
June 1999 - October 2002 · 3 yrs 4 mos
Smith Barney INC.Broker
July 1993 - July 1997 · 4 yrs
Lehman Brothers INC.Broker
April 1983 - July 1993 · 10 yrs 3 mos
Foster & Marshall/american Express INC.Broker
April 1982 - April 1983 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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