Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
712 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$791.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies to monitoring mutual fund sub-accounts of annuities and 401(k) plans. Fees are negotiable. Portfolio management services are offered solely on a wrap fee basis, details in Appendix 1.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002Denied
Other Business Activities
Scott is a 50% owner of Chase Oaks, LLC, a pass-through LLC that owns the office building where his business operates and leases to other tenants. He spends minimal time on this activity.
Employment History
Current Registrations
Wealthstar Advisors, LLC
April 2013 - Present · 12 yrs 11 mos
Previous Registrations
Independent Financial Partners
August 2012 - December 2013 · 1 yr 4 mos
Peregrine Diversified Investment Services CORP.
May 2011 - July 2012 · 1 yr 2 mos
Ams Advisors LLC
January 2011 - May 2011 · 4 mos
Ams Advisors LLC
November 2010 - December 2010 · 1 mo
Brewer Investment Advisors LLC
September 2009 - November 2010 · 1 yr 2 mos
Ameriprise Financial Services, INC.
November 1996 - September 2009 · 12 yrs 10 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.