SF
CFP
SF
CFP

Scott Fisher

27 Years of Experience
Knoxville, TN
1 DisclosureBrokerSells Insurance

Scott Fisher is a CFP-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 27 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,553 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,553 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $300K1.75%
$300K - $750K1.50%
$750K - $1.5M1.25%
$1.5M+1.00%

Maximum annual advisory fee is 2.00% of assets under management. Fees are negotiable based on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919

Get directions

History

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
June 2019
Denied
Other Business ActivitiesSells Insurance

Scott owns commercial and residential real estate through Zuriel Properties LLC, ARK, LLC, and TVAMP PropCo I, dedicating minimal time to these ventures. He also works with Tennessee Valley Asset Management Partners as a Registered Investment Advisor and DBA for LPL business, taking about half of his time, and sells non-variable insurance products (Life, Disability, LTC) through Tennessee Brokerage Agency, dedicating minimal time.

Employment History
Current Registrations
Tvamp, LLC
June 2012 - Present · 14 yrs 4 mos
LPL Financial LLCBroker
December 2006 - Present · 19 yrs 10 mos
LPL Financial LLC
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
LPL Financial LLC
June 2007 - March 2013 · 5 yrs 9 mos
Edward JonesBroker
September 1999 - December 2006 · 7 yrs 3 mos
State Registrations10 states
ALFLGAMAMINCSCTNTXVA
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.
More Advisors