Scott Mcintyre is a CFP-designated registered investment advisor at Planned Solutions, INC., based in Folsom, CA, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 827 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable on a client-by-client basis depending on account complexity, asset size, and other factors.
Fee Estimator
Location
1130 Iron Point Road #170, Folsom, CA, 95630-8310
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Scott is an Investment Advisor Representative with Planned Solutions, spending about a third of his time meeting with clients, preparing investment recommendations, and working on financial planning projects. He is also a board member of the Santa Fe Botanical Garden, dedicating minimal time to attending meetings and providing guidance.
Employment History
Current Registrations
Planned Solutions, INC.
Previous Registrations
Securities Service Network, LLCBroker
Princor Financial Services CorporationBroker
Principal Funds Distributor, INC.Broker
American Funds Distributors, INC.Broker
Putnam Financial Services, INC.Broker
State Registrations2 states
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
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