SH
CFP · ChFC
SH
CFP · ChFC

Scott Hiller

26 Years of Experience
San Antonio, TX
Broker

Scott Hiller is a CFP, ChFC-designated registered investment advisor at Schwab Wealth Advisory, INC., based in San Antonio, TX, 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, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

San Antonio, TX

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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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Employment History
Current Registrations
Schwab Wealth Advisory, INC.
January 2023 - Present · 3 yrs 4 mos
Charles Schwab & CO., INC.
May 2020 - Present · 6 yrs
Charles Schwab & CO., INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - January 2023 · 2 yrs 8 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
January 2004 - May 2020 · 16 yrs 4 mos
USAA Financial Planning Services
June 2002 - January 2018 · 15 yrs 7 mos
USAA Investment Management CompanyBroker
February 2000 - December 2003 · 3 yrs 10 mos
American Express Financial Advisors INC.Broker
October 1999 - February 2000 · 4 mos
Ids Life Insurance CompanyBroker
October 1999 - February 2000 · 4 mos
State Registrations1 state
TX
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 Hiller - Financial Advisor | TrueAdvisor