Philip Scott
Philip Scott is a registered investment advisor at Souders Financial Advisors, LLC, based in Springfield, OH, with 34 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,351 clients with $1.4B 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 | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
All fees are subject to negotiation. Client accounts may be aggregated for fee arrangement purposes in order to achieve breakpoints.
Fee Estimator
Location
20 S. Limestone, Suite 245, Springfield, OH, 45502
Get directionsHistory
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 ActivitiesSells Insurance
Philip is an investment advisor, registered representative, and insurance agent at Strategic Capital Advisers, dedicating full-time hours to this role. He also owns and operates B3 Academy LLC, a sports training academy, spending about 10-20% of his time coaching and training athletes.
Employment History
Current Registrations
Souders Financial Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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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