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Scott Greene

Compass Financial Management LLC
26 Years of Experience
Tampa, FL
1 DisclosureSells Insurance
View SEC Summary
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Scott Greene is a registered investment advisor at Compass Financial Management LLC, based in Tampa, FL, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,228 clients with $890M in assets under management.

Compass Financial Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
46 advisors
Number of Clients
2,228 clients
Average Client Portfolio
$401K average
Assets Under Management
$893.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%

Fees are generally between 1.00% and 1.95% and are negotiable. Third-party or internally managed portfolios may add an additional 0.25% to 1.00% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15170 N. Florida Ave., Tampa, FL, 33613

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is involved in several business activities, including insurance sales through Nature Coast Financial, which takes nearly full-time. He also co-owns multiple companies related to medical software, billing, and a holding company, dedicating a few hours per week to each.

Employment History
Current Registrations
Compass Financial Management LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Ae Wealth Management, LLC
January 2020 - April 2025 · 5 yrs 3 mos
Sandy Morris Financial & Estate Planning Services, LLC
June 2017 - August 2019 · 2 yrs 2 mos
Mutual Trust Asset Mgmt., INC.
July 2016 - January 2017 · 6 mos
Vtrader Pro, LLCBroker
September 2009 - July 2010 · 10 mos
Mutual Trust CO. of America SecuritiesBroker
July 1999 - January 2017 · 17 yrs 6 mos
State Registrations1 state
FL
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.
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