Scott Yang is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Folsom, CA, with 14 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 5 more. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allworth Financial, L.P.
Previous Registrations
Silicon Valley Wealth Advisors, LLC
State Registrations1 state
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
Additional Information
Scott Yang, CFP®, joined Silicon Valley Wealth Advisors in 2004 and is the group’s Planning and Investment Research Manager, overseeing financial planning and investment management to help clients reach their goals.