Scott Adams is a CFP, ChFC-designated registered investment advisor at Copper Financial, based in Leawood, KS, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 3,412 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copper Financial does not directly manage your investments. Instead, they connect you with third-party investment managers. These managers will charge their own fees, with a maximum annual fee of 2.5% of the assets they manage for you. Copper Financial and your advisor receive a portion of the manager's fee as compensation for the referral. This portion is negotiable.
Location
10601 Mission Road, Suite 10617, Leawood, KS, 66206
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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.
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Scott co-owns Value Investment Properties and owns Adams Ranch, a dog breeding, farming, and cattle ranch, taking about half of his time. He also provides foster care/host home services and handles payroll for Interface, LLC, a disability services company, dedicating minimal time.
Employment History
Current Registrations
Copper Financial
Copper FinancialBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
New England Securities Corporation
New England SecuritiesBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations13 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.