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CFP
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CFP

Scott Ebert

Allworth Financial, L.P.
31 Years of Experience
Denver, CO
Broker
View SEC Summary
View SEC Summary

Scott Ebert is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Denver, CO, with 31 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.

Allworth Financial, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
319 advisors
Number of Clients
29,297 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$33.6B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.

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

Location

8055 E. Tufts Ave., #1310, Denver, CO, 80237

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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 limited partner (10% owner with his wife) in an LLC that owns a rental property in Ft. Collins, CO, rented to college students. He devotes minimal time to this activity, and it is not investment-related.

Employment History
Current Registrations
Aw SecuritiesBroker
September 2019 - Present · 7 yrs 1 mo
Allworth Financial, L.P.
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Bancwest Investment Services, INC.Broker
December 2018 - August 2019 · 8 mos
Bancwest Investment Services, INC. (bwis)
December 2018 - August 2019 · 8 mos
Charles Schwab & CO., INC.
September 2012 - April 2017 · 4 yrs 7 mos
Schwab Private Client Investment Advisory, INC.
September 2012 - September 2012 · 0 mos
Charles Schwab & CO., INC.
February 2012 - September 2012 · 7 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - February 2012 · 1 mo
Charles Schwab & CO., INC.
January 2006 - December 2011 · 5 yrs 11 mos
Charles Schwab & CO., INC.Broker
March 1993 - April 2017 · 24 yrs 1 mo
F.N. Wolf & CO., INC.Broker
July 1991 - September 1991 · 2 mos
State Registrations1 state
CO
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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