Scott Marn
Scott Marn is a CFP-designated registered investment advisor at Timewealth Advisors INC., based in Mentor, OH, with 33 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 127 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
8500 Station St, Suite 235, Mentor, OH, 44060
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Scott operates Time Wealth Advisors as a DBA for his LPL business and provides investment advisory services through TimeWealth Advisors, spending nearly full-time on these activities. He also receives trails from a non-variable insurance business, dedicating a few hours per week, and serves on the Mentor City Council, spending about 10-20% of his time.
Employment History
Current Registrations
Timewealth Advisors INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Parker/hunter IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.