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Scott Satalino

28 Years of Experience
Tallahassee, FL
BrokerSells Insurance

Scott Satalino is a registered investment advisor at VALIC Financial Advisors, INC., based in Tallahassee, FL, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

825 Thomasville Road, Tallahassee, FL, 32303

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Scott is an agent for AGIA, selling non-securities insurance products since May 2024. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2024 - Present · 1 yr 11 mos
VALIC Financial Advisors, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Equitable Distributors, LLCBroker
July 2018 - May 2024 · 5 yrs 10 mos
Voya Financial Advisors, INC.
April 2012 - July 2018 · 6 yrs 3 mos
Voya Financial Advisors, INC.Broker
March 2011 - July 2018 · 7 yrs 4 mos
Ing Financial Advisers, LLCBroker
November 1998 - April 2011 · 12 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - July 1998 · 1 mo
Cigna Financial Advisors,inc.Broker
February 1997 - June 1998 · 1 yr 4 mos
State Registrations27 states
ALARAZCACOCTDEFLGAIAILINMDMIMNMONCNMNYORPASCTNTXUTVAWY
AdvisorBrokerBoth

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.
Scott Satalino - Financial Advisor | TrueAdvisor