Scott Kessler
Scott Kessler is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Statham, GA, with 37 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Statham, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Customer Dispute
January 2003Other Business Activities
Scott provides bookkeeping services to the accountant for Kessler Financial Services, Inc., an S Corp established for accounting purposes. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Liberty Securities CorporationBroker
Southtrust Securities, INC.Broker
Griffin Financial ServicesBroker
Quest Capital Strategies, INC.Broker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.