TrueAdvisor
TrueAdvisor
SP
CFP
SP
CFP

Scott Pinkerton

Fourthought Financial Partners, LLC.
40 Years of Experience
Venice, FL
2 Disclosures
View SEC Summary
View SEC Summary

Scott Pinkerton is a CFP-designated registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, with 40 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,002 clients with $1.9B in assets under management.

Fourthought Financial Partners, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,002 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10.0M - $20.0M0.45%
$20.0M - $50.0M0.30%
$50.0M - $100.0M0.15%
$100M+0.15%

Fees are negotiable and may vary based on client circumstances. Rates for amounts over $100,000,000 are negotiable.

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

Location

310 W. Venice Avenue, Suite 201, Venice, FL, 34285

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011
Settled
Customer Dispute
November 1990
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott is a financial advisory committee member for Sarasota County FL School Board, dedicating minimal time. He also has 100% ownership of Pinkerton Wealth Management Group and 80% ownership of Fourthought Financial LLC, where he is a managing partner and investment advisor, spending nearly full-time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Fourthought Financial Partners, LLC.
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fourthought Private Wealth
April 2020 - December 2022 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
July 2016 - January 2020 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2016 - January 2020 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2016 · 8 yrs 6 mos
Wells Fargo Advisors, LLC
January 2008 - July 2016 · 8 yrs 6 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
January 1986 - January 2008 · 22 yrs
State Registrations2 states
FLTX
Advisor

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.
More Advisors
More financial advisors in Venice, FL →All financial advisors in Florida →