Scott Cross is a CFA-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B 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 | 2.75% |
Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.
Fee Estimator
Location
2725 Colonial Ave, Erie, PA, 16506
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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.
Learn about disclosures →Other Business Activities
Scott is an Investment Advisor Representative and Chief Operating Officer at HBK Sorce Advisory, dedicating full-time hours to this role. He also has ownership or membership roles in various real estate and holding companies, as well as providing back office services to other RIAs, but these activities require minimal to no time commitment.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Hbk Sorce Brokerage LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 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
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