Scott Nolen
Scott Nolen is a registered investment advisor at Foundations Investment Advisors LLC, based in St. Louis, MO, with 22 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, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
12444 Powerscourt Dr, #100, St. Louis, MO, 63131
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week to this activity. He also serves on the board of the National Association of Certified Financial Fiduciaries (NACFF), spending minimal time per month, and works with the American Financial Education Alliance (AFEA).
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Prosperity Capital Advisors
Pruco Securities, LLC.Broker
Saybrus Equity Services, INCBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Capital Brokerage CorporationBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
NFP Securities, INC.
Linn & Associates INC
NFP Securities, INC.
NFP Securities, INC.Broker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.