Scott Oeth is a CFP, ChFC-designated registered investment advisor at Cahill Financial Advisors, INC., based in Henderson, TN, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,115 clients with $1.8B 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 | 1.50% |
Annual fees range from 0.40% to 1.50% depending on the specific representative and schedule. Fees are negotiable.
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Contact
Scott Oeth
Location
Henderson, TN
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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 is co-owner of Bull Moose Patrol, LLC, an outdoor education and guided adventures company, dedicating about 10-20% of his time. He also participates in speaking engagements, teaches financial planning, and serves as an expert witness, dedicating minimal time, and owns a member's share in Cahill Real Estate Holdings, LLC, which owns an office building, dedicating minimal time.
Employment History
Current Registrations
Cahill Financial Advisors, INC.
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.
Exams
Additional Information
Experience
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